Join Schwab’s Service Team: Your Opportunity to Make an Impact
Are you seeking a regular, full-time opportunity that allows you to make a difference in your career and in the world of finance? Here at Charles Schwab, we believe in the power of innovative thinking and creative problem-solving. We encourage our employees to challenge the status quo and help us redefine the finance industry. Here is your chance to make a lasting impact on the financial futures of our clients.
What Awaits You at Schwab
The service team at Schwab is the heart of our firm’s commitment to helping clients own their financial futures. As part of this team, you will be trained to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You will engage directly with clients, answering inbound calls, taking ownership of complex issues and providing the best possible solutions.
In addition, you will embark on your own professional journey by attending the Schwab Service Academy (SSA). SSA provides paid training, study time, and support to help you obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This is an excellent opportunity for those who are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients.
Our Competitive Compensation Package
We offer competitive pay and bonus packages. Starting compensation for this location begins at $51,400.00 during training, which increases depending on related experience. Additionally, there is an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $58,740.00 within their first year upon obtaining the required licensing and achieving performance-based pay increases.
Qualifications and Skills We Seek
If you are not a finance expert, do not worry! We have seen people from many different backgrounds enjoy 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 are committed to making a difference in people’s lives through our innovative solutions and world-class service.
Required qualifications:
- Ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule.
- Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Preferred qualifications:
- Previous customer service experience
- Previous client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university
- Ability to adapt to changes in the market and business
- Eagerness to learn about finance
- Passion for service to clients
- Motivation to learn about securities industry, including basic principles of equity, option, and mutual fund transactions
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proven success navigating multiple computer applications
What’s in It for You
At Schwab, we empower you to shape your future. We foster your growth through meaningful work, continuous learning, and a culture of trust and collaboration. 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 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 a 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
