Financial Services Representative
Charles Schwab is a company that empowers individuals to impact their careers while transforming the finance industry. The Financial Services Representative role involves providing exceptional client support through active listening and personalized assistance, with a focus on helping clients achieve their financial goals. Responsibilities Answering inbound calls and providing personalized support to clients Listening actively and taking ownership of client interactions Delivering clear and empathetic communication during each client interaction Educating clients proactively and providing thoughtful solutions to their needs Skills A passion for helping clients and ensuring positive experiences Ability to convey information clearly and build trust Openness to feedback and a growth mindset Problem-solving with confidence and clarity Understanding and responding to client needs with empathy Accuracy and thoroughness in every interaction Working as part of a supportive team and adapting to change Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options Previous customer service or client relationship experience Bachelor's degree or higher Benefits 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 Company Overview We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Charles Schwab has a track record of offering H1B sponsorships, with 92 in 2026, 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.