At Charles Schwab & TD Ameritrade, our employees are our most valuable asset.
Our Client & Customer Service team is the heart of our business. As a Financial Services Representative, you will be on the frontlines, assisting our clients and changing their lives by helping them achieve financial freedom. But don't worry, we want the same for you - that's why we offer some of the best benefits in the industry.
We offer flexible hours and work locations, competitive pay, sabbaticals, and amazing benefits that help you in your everyday life. We also pride ourselves in supporting career development, work life balance, and having fun because we know great work happens when you LOVE your career.
Don't just take our word for it, here's what some of our Financial Services Representatives think about the role:
"The number one reason I tell people is they honestly, truly care and take care of their employees. They want you to get where you want to be, and they give you every tool and resource to get there."
- Matt L. from our blog article: Going Above & Beyond
"Your opinions are valued no matter what your position is, no matter what your role is, your opinions are valued. The business results will come as long as we take care of our people."
- Kayla R. from our blog article: A Financial Service Professional’s Passion for Community, Teaching, and Service
Customer Service FAQs
Q: I have no experience in the finance world, should I still apply?
A: Yes! Our #1 requirement is to have a passion for helping others. We've seen tremendous success from entry level candidates, new grads, military veterans, and career switchers such as teachers, hospitality workers, service industry workers, call center associates, retail employees, and more.
Q: What is the training process?
A: We pride ourselves on having the best training in the industry. From day one, you'll receive paid training, support, and mentorship from the industry's finest. You'll receive our Service Essential Training and On the Job Training as you work toward achieving your SIE, Series 7, and Series 63 licensing.
Q: Will I have to come into an office?
A: Yes. To help our employees find the right balance of remote and office work, we have established our Workplace Flexibility Program which is our hybrid model that's built to give you freedom & flexibility. Please speak with your recruiter to learn more.
Q: What will my hours be?
A: We have all kinds of shifts available. From mornings, afternoons, evenings, or nights - our customer service department is open 24/7 and that allows you to work the hours that best fit your schedule. Speak with your recruiter to learn more.
Q: What kind of compensation can I expect?
A: Our pay structure is very competitive and based on experience. We provide paid incentives for passing licensing exams and annual bonus opportunities. Your actual pay will be based on your skills and experience -- chat with your recruiter to learn more.
Q: Will I work in a call center?
A: Our Financial Services Professionals work at one of our office campuses located all across the country. Customer Service teams work together in a collaborative environment, supporting each other and building comradery. To hear what an actual call sounds like, listen to a sample customer service call.
Q: What will be my career development or advancement opportunities?
A: First, you'll work directly with your manager to explore, identify, and pursue the career path that best suits you. We strongly promote internal mobility as it's an essential part of our framework and a big part of what makes working here so special.
Q: I applied previously, can I apply again in the future?
A: Yes! We are continually posting new roles and are looking for new talent.
Our Workplace Flexibility Program gives you the freedom and flexibility to bring your best self to work. You'll have the freedom of hybrid work with the ability to split your time between working at home remotely with your furry friend and in-person at one of our beautiful office campuses.
“Finding myself thankful to work for an amazing company that’s become family and has pulled together as one to ensure coverage where needed, adjusting priorities, and for allowing so many to WFH in very short order.”
- Heather R., Director, Operational Risk Management
At Schwab, you have the opportunity to work from one of the many beautiful campuses located from coast to coast.
El Paso, TX
San Francisco, CA
Lone Tree, CO
Winter Park, FL
St. Louis, MO
Jersey City, NJ
Ann Arbor, MI
San Diego, CA
Ready to take the next step?
Apply to a Financial Services Representative role today and Own Your Tomorrow™