Urgently Hiring: Finance Customer Service
Let's build something amazing together. We're looking for a Finance Customer Service! This is an exciting Remote opportunity with an immediate start. This position requires a strong and diverse skillset in relevant areas to drive success. The salary for this position is set at a competitive salary. Â Â Position Type: Regular 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.
Schwab's service team is at the heart of our firm's commitment to helping clients own their financial
futures. In this role, you'll learn to educate clients about investment strategies, trading tools, market
mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when
answering inbound calls, taking ownership, and tackling complex issues to offer the best possible
solution. You'll also take charge of your own professional journey by attending the Schwab Service
Academy (SSA), which provides you with the paid training, study time, and support you need to
obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to
pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients -
this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location begins at $54,100 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $61,700 ($56,100 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
#Campus
What you have
If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.Â
Â
Required qualifications Â
 Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.Â
 Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability. Â
Preferred qualifications Â
 Previous customer service experience Â
 Previous client relationship experience Â
 Bachelor's degree or higher in Finance, Economics, or related field from accredited universityÂ
 Ability to adapt to changes in the market and business Â
 Eagerness to learn about finance Â
 Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactionsÂ
 Robust communication, influencing and client engagement skillsÂ
 Desire to be part of a supportive and collaborative teamÂ
 Shown success navigating multiple computer applicationsÂ
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive that takes care of the whole you - both today and in the future:
 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 Apply Job! Your Future Starts HereDon't miss out on this exciting role. We are looking forward to hearing from you. Apply now!
Apply Now
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.
Schwab's service team is at the heart of our firm's commitment to helping clients own their financial
futures. In this role, you'll learn to educate clients about investment strategies, trading tools, market
mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when
answering inbound calls, taking ownership, and tackling complex issues to offer the best possible
solution. You'll also take charge of your own professional journey by attending the Schwab Service
Academy (SSA), which provides you with the paid training, study time, and support you need to
obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to
pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients -
this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location begins at $54,100 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $61,700 ($56,100 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
#Campus
What you have
If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.Â
Â
Required qualifications Â
 Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.Â
 Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability. Â
Preferred qualifications Â
 Previous customer service experience Â
 Previous client relationship experience Â
 Bachelor's degree or higher in Finance, Economics, or related field from accredited universityÂ
 Ability to adapt to changes in the market and business Â
 Eagerness to learn about finance Â
 Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactionsÂ
 Robust communication, influencing and client engagement skillsÂ
 Desire to be part of a supportive and collaborative teamÂ
 Shown success navigating multiple computer applicationsÂ
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive that takes care of the whole you - both today and in the future:
 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 Apply Job! Your Future Starts HereDon't miss out on this exciting role. We are looking forward to hearing from you. Apply now!
Apply Now