Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow.   As a Client Service Professional, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions.   We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.   If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins.    We offer competitive pay and bonus package that includes:   <ul><li>Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings  </li><li>Potential to increase their total compensation to $61,700 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:   <ul><li>$56,100 base ($26.98/hr.)  </li><li>10% bonus opportunity depending on individual/corporate performance   </li><li>Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.   </li></ul></li></ul><h2 class="job-details-subheadline">What you have</h2> We believe great service starts with the right mindset and skills. Successful candidates demonstrate:   Requirements:   <ul><li>A passion for helping clients and ensuring positive experiences. </li><li>Ability to convey information clearly and build trust. </li><li>Openness to feedback and a growth mindset. </li><li>Problem-solving with confidence and clarity. </li><li>Understanding and responding to client needs with empathy. </li><li>Accuracy and thoroughness in every interaction. </li><li>Working as part of a supportive team and adapting to change. </li><li>Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site.  <ul><li>After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.  </li><li>Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.  </li><li>Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.        Example shift groups: <ul><li>Weekend Day Shift (Start between 6:30am-9:30am CST, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned</li><li>Weekday Evening Shift (Start 11am-5pm CST, Monday-Friday): In office</li><li>Weekday Overnight Shift (Start 7:30pm CST, Monday-Thursday): Potential to work fully remote after training</li><li>Weekend late start at 12pm CST SSM or overnight start at 7pm CST FSS (3x12)</li></ul></li></ul></li></ul>Preferred qualifications:  <ul><li>Previous customer service or client relationship experience. </li><li>Bachelor’s degree or higher.  </li></ul>#Campus   What’s in it for you  At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.  We offer a competitive benefits package that takes care of the whole you – both today and in the future:  <ul><li>401(k) with company match and Employee stock purchase plan </li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions </li><li>Paid parental leave and family building benefits </li><li>Tuition reimbursement </li><li>Health, dental, and vision insurance </li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

public

Client Financial Rep

Finance Customer Service

Financial Services Representative

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals. SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab. As a Stock Plan Services Financial Services Professional, you will have an opportunity to:<ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Demonstrate energy, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 inbound calls per day (this is a phone-based relationship with Participants)</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Encourage a long-term relationship with Schwab by finding opportunities to introduce Schwab offerings and guide them to the proper solutions</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Collaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services</li></ul><h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.  Required Qualifications <ul style="margin-top: 0in;"><li>Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule. </li><li>Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability.</li></ul> Preferred Qualifications  <ul style="margin-top: 0in;"><li>FINRA Series 7, 63 preferred or must be obtained as a condition of employment.</li><li>Previous customer service and/or client relationship experience  </li><li>Bachelor’s degree or higher in Finance, Economics, or related field from accredited university </li><li>Ability to adapt to changes in the market and business  </li><li>Robust communication, influencing and client engagement skills </li><li>Passion for service and developing client relationships</li><li>Current knowledge or motivation to learn about equity compensation</li><li>Strong organizational skills and ability to quickly navigate through resources</li><li>Ability to strategically prioritize a variety of objectives</li><li>Shown success navigating multiple computer applications </li></ul> In addition to the salary range, this role is also eligible for bonus or incentive opportunities.  <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Participant Services Specialist – Stock Plan Support

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals. SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab. As a Stock Plan Services Financial Services Professional, you will have an opportunity to:<ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Demonstrate energy, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 inbound calls per day (this is a phone-based relationship with Participants)</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Encourage a long-term relationship with Schwab by finding opportunities to introduce Schwab offerings and guide them to the proper solutions</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Collaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services</li></ul><h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.  Required Qualifications <ul style="margin-top: 0in;"><li>Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule. </li><li>Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability.</li></ul> Preferred Qualifications  <ul style="margin-top: 0in;"><li>FINRA Series 7, 63 preferred or must be obtained as a condition of employment.</li><li>Previous customer service and/or client relationship experience  </li><li>Bachelor’s degree or higher in Finance, Economics, or related field from accredited university </li><li>Ability to adapt to changes in the market and business  </li><li>Robust communication, influencing and client engagement skills </li><li>Passion for service and developing client relationships</li><li>Current knowledge or motivation to learn about equity compensation</li><li>Strong organizational skills and ability to quickly navigate through resources</li><li>Ability to strategically prioritize a variety of objectives</li><li>Shown success navigating multiple computer applications </li></ul> In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

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