Participant Services Specialist – Stock Plan Support

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.

Bring your passion for helping people and making a difference. At Schwab, our service team helps participants take ownership of their financial future. Youdon’tneed afinancebackground. What matters is your commitment to serving others and eagerness to learn.

As a Participant Service Professional,you’llanswer inbound calls from stock plan participants, providing clear, empathetic guidance and personalized solutions.

You’lleducateparticipantson their stock plans,assistwithtransactions for options, restricted stock, ESPPs, andmore,empowering them to make informed decisions.

Through structured training, coaching, and hands-on experience,you’llbuildexpertisein financial services and gain skills for a rewarding career.

We’llsupport you from day one with paid traininginthe Schwab Service Academy, helping you earn your SIE and FINRA Series 7 & 63 licenses.

Ifyou’reready to make an impact and grow your career, your journey starts here.

What you have

We believe great service starts with the right mindset and skills.

Successful candidates are required tohave

• Genuine passion for helping clients and creating positive experiences.

• Strong communication skills to convey information clearly and build trust.

• Openness to feedback with a growth mindset.

• Confident, clear problem-solving abilities.

• Empathy in understanding and responding to client needs.

• High attention to detail and accuracy in every interaction.

• Ability to work collaboratively and adapt to change.

• Availability to work on-site Monday–Friday, 8:00 AM–4:30 PM during Schwab’s training program.

• Flexibility to work various shifts after training, Monday–Friday between 7:00 AM–9:00 PM ET.

Preferred Qualifications include

• FINRA Series 7, 63 preferred or must be obtained as a condition of employment.

• Previous customer service and/or client relationship experience

• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.