Charles Schwab Corporation

  • Overnight, Financial Services Associate

    Job Locations US-AZ-Phoenix
    Requisition ID
    Posted Date
    2 weeks ago(1/31/2020 7:06 PM)
    Client Service & Support
  • Your Opportunity

    We are champions of investors and those who serve them and are looking for additional champions to join the company as an Overnight Financial Service Associate.


    Do you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, if so please continue reviewing our career opportunity.


    As an Overnight Financial Service Associate, you will be an ambassador of Schwab helping to educate and resolve problems for thousands of clients. Your role will take place in an inbound Phoenix service center taking numerous calls from our clients (individual investors) on a variety of topics.


    Those that demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.


    • Our office is centrally located in Phoenix, North of the Biltmore at 24th Street and Lincoln
    • Shift differential for an overnight shift
    • Annual bonus opportunity available
    • A comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning
    • A dedicated team manager, passionate about helping you be successful in meeting your career goals



     “Always put the client first.  No matter what.”  Charles Schwab

    What you’re good at

    We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction.  Our goal is that through providing world class service, you are able to earn the trust and loyalty of our clients. Some of the unique aspects about this role and the support you receive to achieve this include calls differing in scope and a focus on providing you tailored feedback and coaching.


    Throughout these conversations you will:

    • Educate clients: Engage clients in discussions involving education and navigation on accounts. Once licensed, participate in more in-depth conversations involving market conditions, trends and providing investment education.
    • Be an advocate for clients: Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.
    • Use investigative skills: Resolve client issues by using technology and business authorities within Schwab to identify efficient and effective methods to meet client goals.
    • Be consultative: Once licensed, recommend appropriate solutions to clients which align to their goals and promote Schwab growth.
    • Build strong relationships: Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients.
    • Have a defined model of success: Participate in our merit based performance culture where employees feel empowered to own their career with a focus on addressing clients’ needs, personalizing each interaction, and valuing clients and their time.

    What you have


    • Ability to work irregular hours. The shift will be Wednesday, Thursday, Friday, Saturday from 6:30 PM – 5:00 AM MST and subject to change depending on business needs.
    • Ability to attend training Monday - Friday from 8:00 AM - 4:30 PM MST for the first 4-7 weeks on the job approximately.
    • The desire to obtain the FINRA Series 7 & 63 licenses, as this is a condition of employment.
      • You will be paid to participate in Schwab training classes and study groups to support your pursuit of these licenses
      • Once licensed, you will be promoted to a Financial Services Professional.


    Highlights of Schwab's Benefits

    • Opportunity to learn more areas of business and being exposed to multiple inquiries from members on a wide array of financial services areas.
    • Work/Life Balance: paid vacation time, sabbatical, paid parental leave, new mothers returning to work program, tuition reimbursement programs, time off to volunteer, employee matching gifts program
    • Financial Health: 401k match, employee stock purchase plan, employee discounts, personalized advice, brokerage discounts
    • Everyday Wellness: health and lifestyle wellness rewards, healthy food choices, wellness champions
    • Inclusion: employee resource groups, commitment to diversity, community involvement





    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Why Schwab?

    At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

    Hear from employees: What’s it like to work at Schwab!

    The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
    Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

    As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

    Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
    We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.