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Client-Focused Financial Services Pro

Job in McKinney, Collin County, Texas, 75069, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Job Description & How to Apply Below
A leading financial services firm is inviting New Grads and Career Changers to apply for the Financial Services Representative role. This position involves educating clients on investment strategies and assisting with questions via inbound calls. Candidates will benefit from the Schwab Service Academy for license training. Ideal applicants are flexible, eager to learn about finance, and have customer service experience.

This role offers a collaborative workplace and growth opportunities.
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