Specialist, CS&S Participant Services Electronic Comms - SPS - Charles Schwab

Position Type: Regular
Your opportunity

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.

Inspiring financial growth through education and world-class service is exactly what you would be doing in this role on the Stock Plan Services Chat and Email Team. You will thrive as a knowledge expert, uncovering and resolving client issues with enthusiasm. If you relish the challenge of educating both international and domestic clients, possess stellar organizational skills, and excel in managing multiple conversations simultaneously while providing excellent service, then we want you on board.

This role is perfect for individuals focused on personal growth and skill development, particularly in grasping and resolving complex equity compensation queries. You will receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional. You will get the opportunity to cross train and provide support between digital correspondence, phone interactions, and operational support. Join our collaborative, senior team, and embark on a journey of professional fulfillment and achievement.

What you have

Own your career at Charles Schwab as a Client Service Chat Representative on the Stock Plan Services Team.

Required Qualifications

• Demonstrates a passion for providing top tier service and support to Schwab Participants
• Have a strong work ethic with a high level of integrity and the ability to build trust with Participants
• Ability to prioritize client research and follow-up via chats and emails while maintaining service levels of inbound chat queues
• Respect for fellow employees and leveraging the power of teamwork
• The ability and desire to develop positive working relationships
• Active listening skills and ability to explain complicated subjects
• Ability to adapt and implement changes as market and business conditions evolve
• Have a proficiency in MS Office and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously in a dual screen environment

Preferred Qualifications

• Active FINRA Series 7 and 63 brokerage licenses
  • You will have a condition of employment for passing the FINRA Series 7 & 63 licenses
• Bachelor's degree or equivalent work experience
• Basic knowledge of equity compensation

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 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 that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance