Financial Services Customer Support

Company Description
Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Charles Schwab
Job Description
HTML Formatted Response:```Job Opportunity: Client Service Representative
At Schwab, we believe in empowering individuals from all backgrounds to build a successful career in finance. Join our team and be a part of transforming the finance industry together.
Job Description
As a Client Service Representative, your role is to assist clients in understanding investment strategies, trading tools, market mechanics, and retirement options. You will be the advocate for clients, providing them with the best possible solution for their needs through inbound calls.
To ensure your success, we offer paid training at the Schwab Service Academy. You will also have the opportunity to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This role is perfect for individuals who are passionate about finance, enjoy working in a team environment, and have a desire to serve clients.
Compensation
We offer a competitive pay and bonus package. Starting compensation for this role is $46,400 during training (increased based on related experience). You will also have an annual bonus opportunity of 10% of your base pay and other eligible earnings. With the required licensing and performance-based pay increases, you have the potential to increase your total compensation to $53,000 ($48,400 base + 10% bonus opportunity) within your first year.
Requirements
If you're new to finance, don't worry! We value individuals with a growth mindset, a willingness to learn, and a passion for serving others. No matter what background you come from, your experience and perspective are valuable to us.
Preferred Qualifications:

• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

Required 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
• Passion for serving clients and eagerness to learn about finance
• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
• Strong communication, influencing, and client engagement skills
• Desire to be part of a supportive and collaborative team
• Proven success in navigating multiple computer applications

What's in it for you
At Schwab, we are committed to your personal and professional success. Our purpose-driven and supportive culture ensures that you have the tools you need to make a positive impact in the finance industry. In addition to competitive pay, we offer a comprehensive benefits package that takes care of your well-being:

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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

```Bullet Points Response:- Job Opportunity: Client Service Representative- Empowering individuals from all backgrounds to build a successful career in finance- Transforming the finance industry together- Assist clients in understanding investment strategies, trading tools, market mechanics, and retirement options- Be the advocate for clients, providing them with the best possible solution through inbound calls- Paid training at the Schwab Service Academy- Opportunity to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses- Perfect role for individuals passionate about finance, enjoy working in a team environment, and have a desire to serve clients- Competitive pay and bonus package- Starting compensation of $46,400 during training (increased based on experience)- Annual bonus opportunity of 10% of base pay and other eligible earnings- Potential to increase total compensation to $53,000 within the first year with required licensing and performance-based pay increases- No finance background required, value individuals with a growth mindset, willingness to learn, and passion for serving others- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs- Additional preferred qualifications including previous customer service and client relationship experience, a degree in Finance, Economics, or related field, ability to adapt to changes in the market, eagerness to learn about finance, and strong communication and teamwork skills- Commitment to personal and professional success- Comprehensive benefits package including 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.