Customer Support Associate for Investment Solutions

2 weeks ago


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

At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry collaboratively. Our service team is central to our commitment to helping clients secure their financial futures.

In this dynamic role, you will have the opportunity to educate clients on investment strategies, trading tools, market mechanics, and retirement options. You will engage with clients as an advocate, addressing inbound inquiries, taking ownership of complex issues, and providing optimal 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 acceptable. Individuals from diverse backgrounds have found success at Charles Schwab. Ideal candidates will possess a growth mindset, a willingness to learn, and a passion for client service.

At Charles Schwab, we aim to make a difference 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 needs.
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 serving clients.
  • Motivation to understand the securities industry, including equity, option, 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 success. Our purpose-driven, supportive culture and focus on your development ensure you have the tools necessary to make a positive impact in the finance industry.

We offer a competitive 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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