Charles Schwab Corporation

Associate, Correspondence Rep (CP)

Job Locations US-IN-Indianapolis
Requisition ID
Posted Date
2 days ago(12/3/2021 4:15 PM)
Customer Service/Client Service

Your Opportunity

We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients.


Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees

What you are good at

  • Expand the company's relationships with clients by providing a full spectrum of services through chat and email channels.
  • Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness.
  • Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model.
  • Gain exposure to a broad array of client scenarios, further developing your Schwab skill set.
  • Fully demonstrate your Schwab expertise, utilizing solid written and verbal communication to service clients, and attract new business to Schwab.


We want you to bring your personality to your conversations and invest in your development to help achieve client happiness. You will improve each client's relationship with Schwab by addressing their need(s) first and then asking questions to learn what other products, services, or guidance may be appropriate based on their financial goals.

Throughout these conversations you will:

Educate clients: Engage clients in robust discussions via chat and email encompassing market conditions, trends and providing investment education.

Be consultative: Recommend appropriate solutions to clients which align to their goals and promote Schwab growth.

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.

Build positive relationships: Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients

Use investigative skills: Resolve client issues by using technology and business authorities within Schwab to identify efficient and effective methods to meet client goals.

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

  • Current and active FINRA Series 7 & 63 licenses preferred
  • Outstanding customer service experience  
  • Well-developed and effective writing skills to establish trust and rapport with clients through written communication
  • Ability to engage clients and prospects via concurrent chats as well as email and phone
  • Effective research and problem solving abilities to fulfill client and prospect requests timely
  • Quickly uncover client’s needs and motivations, empathizing with others' needs and respond sensitively; demonstrates good judgment when responding, and takes action in order to successfully meet the client's objectives
  • Ability to quickly learn new technology and utilize a variety of data and systems in order to passionately determine solutions to clients financial needs
  • Open to working in a structured schedule amongst a variety of shifts, which may include market (M-F daytime) hours, late nights, early mornings, and/or weekends as pre-determined by business need.



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Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.


Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further. 


Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 the policy.


Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.


TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.