Client Financial Services Representative

2 weeks ago


Indianapolis, Indiana, United States Charles Schwab Full time
Position Type: RegularYour Opportunity

At Charles Schwab, you are empowered to shape your career path. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together.

Our service team is central to our commitment to assisting clients in managing their financial futures. In this dynamic role, you will educate clients on investment strategies, trading tools, market mechanics, and retirement options. You will advocate for clients by addressing inbound inquiries, taking ownership of issues, and providing effective solutions.

Additionally, you will take charge of your professional development by participating in the Schwab Service Academy, which offers paid training, study time, and support to help you obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

What You Have

If you are not a finance expert, that is perfectly fine. Individuals from diverse backgrounds have thrived at Charles Schwab. Successful candidates will possess a growth mindset, a willingness to learn, and a dedication to serving others.

At Charles Schwab, we aim to make a meaningful impact in people's lives through our innovative solutions and exceptional service.

Required Qualifications
  • Flexibility to work any day, time, or shift to meet 24/7 contact center requirements.
Preferred Qualifications
  • Previous experience in customer service.
  • Experience in client relationship management.
  • Bachelor's degree or higher in Finance, Economics, or a related field from an accredited institution.
  • Ability to adapt to market and business changes.
  • Eagerness to learn about finance.
  • Passion for client service.
  • Motivation to understand the securities industry, including basic principles of equity, options, and mutual fund transactions.
  • Strong communication, influencing, and client engagement skills.
  • Desire to be part of a supportive and collaborative team.
  • Proven ability to navigate multiple computer applications.
What's in it for You

At Charles Schwab, we are dedicated to empowering our employees' personal and professional growth. Our purpose-driven and supportive culture, along with a focus on your development, ensures you have the tools necessary to make a positive impact in the finance industry.

We offer a comprehensive benefits package that supports your overall well-being, including:

  • 401(k) with company match and Employee Stock Purchase Plan.
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.


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