Financial Services Representative

Summary: Charles Schwab is a company focused on transforming the finance industry through innovative thought and creative problem solving. The role of Financial Services Representative involves providing personalized client support, ensuring positive experiences, and guiding clients toward their financial goals. Responsibilities: - Answering inbound calls, listening actively, and taking ownership to deliver personalized support - Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions Required Qualifications: - 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 work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site - After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options Preferred Qualifications: - Previous customer service or client relationship experience - Bachelor's degree or higher Required Skills: Passion for helping clients, Empathy, Accuracy, thoroughness, Openness to feedback, Growth mindset Benefits: 401(k) with company match and Employee stock purchase plan, Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, Paid parental leave and family building benefits, Tuition reimbursement, Health, dental, and vision insurance