Finance Customer Service
Company: Charles Schwab
Location: Phoenix
Posted on: January 16, 2026
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Job Description:
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. 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
$52,800 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 $60,280 ($54,800
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 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 - Ability to work full time on-site during Schwab's
training program (SSA), followed by a hybrid work schedule. -
Ability to work various shifts to serve our clients 24/7, including
overnight and weekend availability. 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 - Shown success
navigating multiple computer applications 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 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
Keywords: Charles Schwab, Prescott , Finance Customer Service, Accounting, Auditing , Phoenix, Arizona
