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Position Type: Regular
Your 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. 

 

Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow. 

 

As a Financial Services Representative, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions. 

 

We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.  

 

If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins. 

 

We offer competitive pay and bonus package that includes: 

 

  • Starting compensation of $52,900.00 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings   
  • Potential to increase their total compensation to $60,390.00 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:   
    • $54,900.00 base ($26.40/hr.)   
    • 10% bonus opportunity depending on individual/corporate performance    
    • Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.   

 

 
What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:  

 

Requirements:   

  • 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 – 4:30pm 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.   
    • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.   
    • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.    
      
  • Example shift groups:  
    • Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned   
    • Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office    
    • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training    
    • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training   
      

Preferred qualifications:  

  • Previous customer service or client relationship experience.  
  • Bachelor’s degree or higher. 

#Campus  


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 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
Position Type: Regular
Your 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. 

 

Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow. 

 

As a Financial Services Representative, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions. 

 

We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.  

 

If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins. 

 

We offer competitive pay and bonus package that includes: 

 

  • Starting compensation of $52,900.00 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings   
  • Potential to increase their total compensation to $60,390.00 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:   
    • $54,900.00 base ($26.40/hr.)   
    • 10% bonus opportunity depending on individual/corporate performance    
    • Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.   

 

 
What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:  

 

Requirements:   

  • 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 – 4:30pm 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.   
    • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.   
    • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.    
      
  • Example shift groups:  
    • Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned   
    • Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office    
    • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training    
    • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training   
      

Preferred qualifications:  

  • Previous customer service or client relationship experience.  
  • Bachelor’s degree or higher. 

#Campus  


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 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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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...