Customer Service Consultant in Finance

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. Here, innovative thinking meets creative problem-solving, allowing us to challenge the status quo and transform the finance industry together.

Our service team is central to our commitment to helping clients take charge of their financial futures. In this dynamic role, you will educate clients on investment strategies, trading tools, market mechanics, and retirement options. You will engage with clients, advocate for their needs, and resolve complex issues to provide optimal solutions.

Additionally, you will take charge of your professional journey by participating in the Schwab Service Academy, which offers paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are enthusiastic about pursuing a career in finance, enjoy teamwork, and share our dedication to client service, this role is ideal for you.

What You Have

Previous experience in finance is not required; individuals from diverse backgrounds have thrived at Charles Schwab. Successful candidates will possess a growth mindset, a willingness to learn, and a passion for serving others. We strive to make a positive 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 needs
Preferred Qualifications:
  • Prior customer service experience
  • 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
  • Commitment to client service
  • 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 growth. Our purpose-driven, supportive culture and focus on your development provide the tools necessary to make a meaningful difference in the finance industry.

We offer a comprehensive benefits package that supports your well-being today and in the future:

  • 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


  • Indianapolis, Indiana, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our Schwab Service Team as a Finance Customer Service Representative. In this exciting role, you will have the opportunity to educate clients about investment strategies, trading tools, and market mechanics, while engaging with and advocating for clients to provide the...


  • Indianapolis, Indiana, United States AFC Automotive Finance Corporation Full time

    About UsAFC Automotive Finance Corporation is a leading provider of financial solutions to independent car dealers across North America. With over 35 years of experience, we have established ourselves as a trusted partner in the automotive finance industry.Our MissionWe are committed to making dreams come true for independent car dealers by providing...


  • Indianapolis, Indiana, United States Ed Martin Honda Full time

    Position Overview:Become a Part of Our TeamEd Martin Honda is on the lookout for committed Customer Service Consultants to join our expanding workforce. These professionals are vital in delivering outstanding customer support within our Service Division. The perfect candidate will exhibit strong communication abilities, a calm attitude, and the capacity to...


  • Indianapolis, Indiana, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to shape your career. Here, innovative thinking meets creative problem-solving, enabling us to challenge the status quo and transform the finance industry collaboratively.Our service team is central to our commitment to assist clients in achieving their financial goals. In this...


  • Indianapolis, Indiana, United States Kia of Carmel Full time

    About the RoleWe are seeking an experienced Automotive Finance Manager to join our team at Kia of Carmel. As a key member of our sales and finance team, you will be responsible for providing exceptional customer service and ensuring a seamless sales and finance experience for our customers.Key ResponsibilitiesWelcome customers to the store and transition...


  • Indianapolis, Indiana, United States Genesys Life Full time

    About the Role:Genesys Life is seeking an accomplished Strategic Finance Manager to join our Global Field Sales & Marketing Finance team. As a key member of our organization, you will play a critical role in driving business growth and improving financial performance.Key Responsibilities:Partner with business leaders in Finance, Accounting, Incentive...


  • Indianapolis, Indiana, United States NextGen Wireless - Indianapolis, IN Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Wireless Sales Consultant to join our team at NextGen Wireless in Indianapolis, IN. As a key member of our sales team, you will be responsible for selling all products and services offered by our company, meeting sales objectives, and providing exceptional customer service.Key...


  • Indianapolis, Indiana, United States NextGen Wireless - Indianapolis, IN Full time

    Position Overview:As a Wireless Sales Consultant at NextGen Wireless, you will be part of the largest wireless retail franchise in the nation, dedicated to delivering exceptional customer experiences. We are looking for an enthusiastic individual with strong interpersonal skills to advocate for Verizon Wireless products and services.Key...


  • Indianapolis, Indiana, United States Field of Talent Full time

    Position OverviewAs a Senior NetSuite Functional Consultant, you will engage with clients to comprehend their operational requirements and devise tailored solutions. Your role will involve providing assistance for cloud-based enterprise management applications and offering consultancy for NetSuite. This position is designed to be remote, allowing for...


  • Indianapolis, Indiana, United States Field of Talent Full time

    Position OverviewAs a Senior NetSuite Functional Consultant, you will engage directly with clients to assess their operational requirements and craft tailored solutions. Your role will involve providing expert guidance on cloud-based business management systems, specifically focusing on NetSuite. This position offers the flexibility of remote work with a...


  • Indianapolis, Indiana, United States Forvis Mazars Full time

    About Forvis MazarsForvis Mazars is a leading professional services firm that provides Advisory, Assurance, and Tax services to global clients. Our commitment to Forward Vision drives us to deliver unmatched client experiences through innovative services.Financial Services Advisory PracticeWe bring together our global footprint, clients, industry expertise,...


  • Indianapolis, Indiana, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Finance Professional. In this role, you will be responsible for providing exceptional service to our clients, educating them on investment strategies, and helping them achieve their financial goals.Key Responsibilities:Provide personalized service to...


  • Indianapolis, Indiana, United States Ed Martin Acura Full time

    Job OverviewEd Martin Acura is seeking a skilled Service Advisor to join our team. As a Service Advisor, you will be the primary point of contact between our Service Department and customers, responsible for delivering exceptional customer experiences.Key ResponsibilitiesMeet and greet customers, obtaining necessary information and vehicle detailsClearly...


  • Indianapolis, Indiana, United States Bob's Discount Furniture Full time

    Retail Experience Sales AssociateFull-Time and Part-Time Career Opportunities AvailableBecome a valued member of our team at Bob's Discount Furniture, where we prioritize your career development and offer a rewarding work environment. Our Retail Experience Sales Associates are essential in delivering outstanding customer service and ensuring a delightful...


  • Indianapolis, Indiana, United States Beacon Hill Full time

    Beacon Hill Technologies is on the lookout for a Techno-Functional Consultant who will engage collaboratively with both the Finance and IT departments to address all end-user inquiries and their implications on the Finance module. This role will involve liaising with Finance, IT, and end-users to ensure a reliable platform for monthly and other reporting...


  • Indianapolis, Indiana, United States Beacon Hill Full time

    Position Overview: Beacon Hill Technologies is on the lookout for a skilled Techno-Functional Consultant who will collaborate across departments, particularly with Finance and IT, to address all end-user inquiries and their implications on the Finance module. This role will involve coordinating with Finance, IT, and end-users to ensure a reliable platform...


  • Indianapolis, Indiana, United States MI Homes Full time

    Position OverviewM/I Homes, a leading name in the homebuilding industry with over four decades of expertise in constructing high-quality residences, is in search of a passionate individual to fill the role of a New Home Consultant. With a foundation built on outstanding customer service, M/I Homes has successfully assisted more than 140,000 homeowners in...

  • Finance Manager

    1 month ago


    Indianapolis, Indiana, United States Virtual Company Full time

    At Azenta, new ideas, new technologies and new ways of thinking are driving our future. Our customer-focused culture encourages employees to embrace innovation and challenge the status quo with novel thinking and collaborative work relationships. Azenta Life Sciences is a global leader in the life sciences space with headquarters in Burington, MA, and...


  • Indianapolis, Indiana, United States Hertz Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Associate at Hertz. As a key member of our sales team, you will be responsible for providing exceptional customer service and sales support to our clients.Key Responsibilities:Customer Consultation: Consult with customers on their Hertz rental...


  • Indianapolis, Indiana, United States MI Homes Full time

    Position OverviewM/I Homes, a leading name in the homebuilding industry with over four decades of expertise in constructing quality residences, is in search of a committed professional to fill the role of New Home Consultant. With a foundation built on outstanding customer service, M/I Homes has successfully assisted more than 140,000 homeowners in achieving...