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Client-Focused Financial Services Pro

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Orlando is seeking New Grads and Career Changers for the Financial Services Representative position. This role involves educating clients on investment strategies, engaging with them through inbound calls, and providing solutions to their issues. Candidates will attend the Schwab Service Academy for necessary training and support to obtain securities licenses. Previous customer service experience and a passion for client relations are preferred.

This position offers a supportive environment and opportunities for professional growth.
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