Financial Services Representative

Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background;whatsets you apart is your commitment to serving others and your eagerness to learn and grow. As a Client Service Professional, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownershiptodeliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions. We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services. If you’re ready to make an impact and build a futureyou’re proud of, this is where your journey begins. We offer competitive pay and bonus package that includes: Starting compensation of $56,900 during training ($27.36/hr.) plus anannual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $64,790 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $58,900 base($28.32/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20%additionalcompensation, dependent on shift. What you have We believe great service starts with the right mindset and skills. Successful candidates demonstrate: Requirements: A passion for helping clients and ensuring positive experiences. Ability to convey information clearly and build trust. Openness to feedback and a growth mindset. Problem-solving with confidence and clarity. Understanding and responding to client needs with empathy. Accuracy and thoroughness in every interaction. Working as part of a supportive team and adapting to change. Ability to work8:00am – 4:30 pmMonday through Fridayduring Schwab's training program, on-site. After training is complete,theabilityto workassignedshiftto accommodate business needs to includeevening, overnight,and weekend options. Benefits of workingevenings,overnight, and weekendshiftsincludeincreased compensationandremote workopportunitiesfor qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. WeekdayEveningShift (Start 10am-4pm MT, Monday-Friday):In office Weekend Day Shift (Startbetween5:30am-8:30am MT, includes 1-2 weekend days): Potential to workremote after training IF working both weekend daysare assigned Weekend Evening/Overnight Shift (Start at 11pm MT Sat/Sun/Mon or 6pm MT Friday/Saturday/Sunday): Potential to work fully remote after training Preferred qualifications: Previous customer service or client relationship experience. Bachelor’s degree or higher.

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