Financial Services Customer Support
Company: Charles Schwab
Location: Fishers
Posted on: April 17, 2024
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Job Description:
Position Type: RegularYour Opportunity
At Schwab, you're empowered to make an impact on your career. Here,
innovative thought meets creative problem solving, helping us
"challenge the status quo" and transform the finance industry
together.
Schwab's service team is at the heart of our firm's commitment to
helping clients own their financial futures. In this exciting role,
you'll learn to educate clients about investment strategies,
trading tools, market mechanics, and retirement choices. You'll
engage with, and be an advocate for, clients when answering inbound
calls, taking ownership, and tackling complex issues to offer the
best possible solution. You'll also take charge of your own
professional journey by attending the Schwab Service Academy, which
provides you with the paid training, study time, and support you
need to obtain your Securities Industry Essentials and FINRA Series
7 & 63 licenses. If you are eager to pursue a career in finance,
enjoy working in a team setting, and share our passion for serving
clients - this role is for you.
We offer a competitive pay and bonus package. Starting compensation
for this location begins at $49,192 during training plus an annual
bonus opportunity of 10% of your base pay and other eligible
earnings. Employees have the potential to increase their total
compensation to $57,300 (52,100 base, plus 10% bonus opportunity
depending on individual/corporate performance) within their 1st
year upon obtaining the required Licensing and achieving
performance-based pay increases.
What you have
If you're not a finance expert, that's okay! People coming from
many different experiences have found tremendous success here at
Charles Schwab. Successful candidates will have a growth mindset, a
willingness to learn, and a passion for serving others. At Charles
Schwab, we strive to make a difference in people's lives through
our innovative solutions and world-class service.
Required Qualifications
- Flexibility to work any day, time, or shift to accommodate 24/7
contact center needs
Preferred Qualifications
- Previous customer service experience
- Previous client relationship experience
- Bachelor's degree or higher in Finance, Economics, or related
field from 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 the
securities industry, including the 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
#Campus
What's in it for you
At Schwab, we're committed to empowering our employees' personal
and professional success. Our purpose-driven, supportive culture,
and focus on your development means you'll get the tools you need
to make a positive difference in the finance industry. Our Hybrid
Work and Flexibility 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 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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Keywords: Charles Schwab, Carmel , Financial Services Customer Support, Accounting, Auditing , Fishers, Indiana
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