Finance Professional
2 weeks ago
At Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. Our innovative solutions and world-class service enable us to challenge the status quo and drive positive change.
We're seeking a talented Finance Customer Service professional to join our team. As a key member of our service team, you'll educate clients about investment strategies, trading tools, and market mechanics. You'll engage with clients, advocate for their needs, and provide solutions to complex issues.
We offer a comprehensive training program, the Schwab Service Academy (SSA), which provides paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you're passionate about serving clients, enjoy working in a team setting, and are eager to pursue a career in finance, this role is for you.
What We OfferWe provide a competitive pay and bonus package, including a starting compensation of $50,170.00 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Our Hybrid Work and Flexibility approach balances our 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 comprehensive benefits package 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
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