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’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.    We offer a competitive pay and bonus package. Starting compensation for this location ranges from $53,300- $61,800.00 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. <h2 class="job-details-subheadline">What you have</h2> Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required Qualifications<ul><li>Active FINRA Series 7 & 63 Licenses </li><li>Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs </li></ul>Preferred Qualifications <ul><li>1+ years of customer service experience </li><li>1+ years of 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 style="margin-bottom: 0in;">Desire to be part of a supportive and collaborative team</li><li style="margin-bottom: 0in;">Proficient in Client Relationship Management (CRM) platforms </li><li style="margin-bottom: 0in;">Strong candidates will also have previous experience in Financial Representative role</li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Licensed 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. At Charles Schwab, our purpose is to champion every client’s goals with passion and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients. Working with the Client Service Managers, the Senior Client Service Administrator will oversee the relationship’s daily processing and lead client events. You will also assist the Team Service Managers with operational tasks and responsibilities. Responsibilities include, but are not limited to:  <ul><li>Process daily exercise, restricted stock lapse, employee stock purchase plan settlement.</li><li>Function as an Operation Subject Matter Expert for our corporate clients.</li><li>Researching transaction inquiries, general plan information, and data feeds </li><li>Partner with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees. </li><li>Process escalated emails and phone calls from internal and external clients. </li><li>Have consultative conversations with corporate clients and internal teams to provide best practices and improve service experience.</li><li>Provide back up support for other Client Service Administrators as needed.</li><li>Effectively communicate with senior leaders within Stock Plan Services.</li><li>Function as an ambassador of Schwab’s vision and culture.</li><li>Adhere to all SPS policies and procedures while fulfilling SPS's mission to provide a world class experience for our clients and their participants.</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><li>Demonstrated excellence in teamwork and people skills while functioning in a fast-paced environment.</li><li>High school diploma and 2+ years of customer service experience.</li><li>Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines. </li><li>A commitment to delivering an exceptional client experience. </li><li>Comfortable in making decisions and knowing when to include manager. </li><li>A commitment to delivering a quality work product, following prescribed procedures, and handling escalated issues when appropriate. </li><li>Strong computer skills with the ability to learn and work on multiple platforms simultaneously. </li><li>Software skills include proficiency in Excel, Word, and PowerPoint. </li><li>Ability to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects. </li><li>The ability to work a flexible schedule including the ability to support multiple time zone clients and to work overtime with little to no notice. </li></ul>Preferred Qualifications<ul><li>A bachelor's degree.</li><li>4+ years of customer service experience working with corporate clients, benefits, and/or within a brokerage environment.</li><li>Experience with equity compensation.</li><li>Demonstrated experience in working in a B2B model.</li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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>

Senior Client Service Administrator, Stock Plan Services

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. As a Fixed Income Service Senior Specialist, you would operate in a dual capacity to support our Regional Bond Specialists and act as ambassadors of Fixed Income at Schwab to educate, guide, and assist clients. A career in Fixed Income begins with a solid client focused mentality and a strong desire to help clients meet their financial goals. Providing our clients with exceptional experiences is the priority at Schwab and in the Fixed Income Department. The professional should have a fundamental understanding of general income strategies, working towards developing a deep and expert understanding. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career.<ul><li>Educate clients - Engage clients in discussions focused on educating and providing guidance as it relates to their fixed income, and service needs.</li><li>Engage clients – Deliver a great client service when answering inbound phone calls.</li><li>Be a client advocate - Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.</li><li>Uncover solutions-based options for clients - Client needs can range from basic trade execution to more complex research and portfolio reviews. Execute transactions and provide guidance based on client’s objectives, time horizon, and risk tolerance.</li><li>Be consultative – As appropriate, recommend solutions to clients that align to their goals. We also partner with the client’s wealth planning team for identified business development opportunities.</li><li>Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab & Co.</li></ul><h2 class="job-details-subheadline">What you have</h2> To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications <ul><li>Active and valid series 7 & 63 (or 66) securities licenses required</li><li>Aptitude and willingness for learning Fixed Income products (Treasuries, CDs, Municipals, Corporates, Preferred Securities, Bond Funds, Bond ETFs, Professionally Managed Portfolios, and Bond Ladders etc.)</li><li>Demonstrated experience interacting with clients in a proactive and consultative manner</li><li>A desire and ability to learn portfolio analysis to conduct Fixed Income planning conversations with clients as needed</li><li>A collaborative and relationship-focused work style with demonstrated success in a team environment</li><li>Effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity</li><li>Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy, while adhering to policies, procedures, and guidelines</li><li>An ownership mentality with a desire to continually grow and learn</li><li>Ability to adapt and implement changes as market and business conditions evolve</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, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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>

Senior Specialist, Fixed Income Service

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> As a International Client Service Specialist, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”<h2 class="job-details-subheadline">What you have</h2> Required Qualifications:<ul><li>Must be able to read, write, and speak in Spanish or Mandarin/Cantonese.</li><li>FINRA Series 7 and 63 licenses required</li><li style="color: black; margin-bottom: 0in;">1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.</li></ul>Preferred Qualifications: <ul><li>Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.</li><li>This department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.</li><li>Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines</li><li>A passion to continually learn, growing your knowledge in personal finance</li><li>Ability to establish trust and rapport with clients over the phone, chats or email</li><li>Excellent interpersonal and written skills with a strong customer service focus are essential</li><li>Resilience to help achieve client happiness in a fast-paced call environment</li><li>FINRA Series 9-10 license preferred</li></ul>What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future: <ul><li style="margin-left: .5in;">Base salary + annual bonus </li><li style="margin-left: .5in;">401(k) with company match and Employee stock purchase plan </li><li style="margin-left: .5in;">Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service </li><li style="margin-left: .5in;">Paid parental leave and family building benefits </li><li style="margin-left: .5in;">Tuition reimbursement </li><li style="margin-left: .5in;">Health, dental, and vision insurance</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, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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>

Specialist, Core Service - International Client Services(Mandarin/Cantonese or Spanish Required)

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. We’re seeking Global Investing Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab’s domestic and international clients who trade on exchanges outside of the U.S. We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.  Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you. <h2 class="job-details-subheadline">What you have</h2> Required Qualifications:<ul><li style="color: black; margin-bottom: 0in;">Series 7 and 63 licenses required </li><li style="color: black; margin-bottom: 0in;">1-2 years of experience in Client Service, Financial Services and/or Brokerage Services </li></ul> Preferred Qualifications:<ul style="margin-top: 0in;"><li style="color: black; margin-bottom: 0in;">Bachelor’s degree</li><li style="color: black; margin-bottom: 0in;">Current or previous contact center experience</li><li style="color: black;">Previous experience in customer service, client support and problem resolution skills</li><li style="color: black; margin-bottom: 0in;">Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines</li><li style="color: black; margin-bottom: 0in;">Strong U.S trading experience, or familiarity with the securities industry and an understanding of options and equities</li></ul> What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future: <ul><li style="margin-left: .5in;">Base salary + annual bonus </li><li style="margin-left: .5in;">401(k) with company match and Employee stock purchase plan </li><li style="margin-left: .5in;">Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service </li><li style="margin-left: .5in;">Paid parental leave and family building benefits </li><li style="margin-left: .5in;">Tuition reimbursement </li><li style="margin-left: .5in;">Health, dental, and vision insurance </li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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>

Specialist, Global Investing Services

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