Finance Customer Service

Location : Indianapolis, IN, 46204

Job Type : Full Time

Date Posted : 29 December 2025

Job Summary:

Provide client support by assisting with inquiries related to investment strategies, trading tools, market mechanics, and retirement planning. This role involves answering inbound calls, educating clients, and resolving complex issues efficiently. Employees will receive paid training through the Schwab Service Academy to obtain required financial licenses.

Responsibilities:

Engage with clients through inbound calls, providing guidance on financial products and services.
Educate clients on investment strategies, trading tools, and market mechanics.
Advocate for clients by resolving inquiries and ensuring an excellent service experience.
Complete Schwab Service Academy training to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.
Collaborate with internal teams to improve client service processes.

Qualifications and Experience:

Ability to work full-time on-site during training, followed by a hybrid work schedule.
Willingness to work various shifts, including overnight and weekends.
Strong communication and problem-solving skills.
Ability to multitask and use multiple computer applications efficiently.
Passion for finance and client service.
Previous experience in customer service or client relationship management.
Bachelor’s degree in Finance, Economics, or a related field.
Ability to adapt to market changes and business needs.
Strong desire to learn and grow within the financial industry.
Proven success in a fast-paced, team-oriented environment.

Benefits:

401(k) with company match and employee stock purchase plan.
Paid time off, including vacation, volunteering, and a 28-day sabbatical every five years.
Paid parental leave and family-building benefits.
Tuition reimbursement for continuing education.
Health, dental, and vision insurance.

Salary:

Starting salary of $55,500 during training, with potential earnings up to $63,250 based on licensing and performance-based pay increases.

About Company:

Charles Schwab is dedicated to providing employees with professional growth opportunities, a supportive workplace culture, and the resources needed to make a meaningful impact in the finance industry. The company values innovation, client service, and continuous learning to ensure employees thrive in their roles.