Brokerage & Retirement Participant Services Specialist

Charles Schwab

Westlake (TX)

On-site

USD 55,000 - 90,000

Full time

2 days ago

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Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is seeking a PCIS Participant Services Specialist to support plan participants, trustees, and advisors through phone, email, and chat. You will handle inquiries, complex transactions, and coordination with multiple Schwab teams in a high-volume environment.

Role emphasizes knowledge of brokerage, retirement plans, and privacy/security controls, with the goal of consistent, accurate service and risk mitigation. On-site collaboration is expected four days a week.

Qualifications

Active Series 7 and Series 63 or 66 licenses; licenses may be obtained as a condition of employment within six months.
Outstanding communication, listening, and analytical skills.
Strong sense of urgency and commitment to excellent client service.
Ability to identify client needs quickly and respond professionally.
Ability to resolve problems and satisfy client requirements.
Professional judgment and resilience in changing situations.
Aptitude to learn and use company systems and tools.
Collaborative work across teams and locations.

Responsibilities

Provide knowledgeable, accurate service to plan participants, trustees, and advisors via phone, email, and chat.
Handle client-service inquiries, trading questions, and complex transactions.
Coordinate with Provider Services, Advisor Services, Operations and partners.
Guided brokerage accounts within employer retirement plans and HSAs.
Maintain knowledge across multiple business divisions and perform analytics.
Balance multiple tasks with changing priorities and meet performance standards.