On-Site Participant Services Specialist - Trading & Support

Charles Schwab Corporation; Westlake (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Charles Schwab Corporation’s Personal Choice Investment Services team seeks a Participant Services Specialist to deliver high-quality client service across inbound and outbound contacts. You will support plan participants, trustees, and advisors, handling inquiries, complex transactions, and coordinating with cross-functional partners on a range of brokerage and retirement plan services.

The role emphasizes accurate guidance on self-directed accounts and health savings accounts, with focus on

Qualifications

• Active Series 7 and Series 63 or 66 licenses; note licenses may be obtained as a condition of employment within six months.
• Outstanding communication, listening, and analytical skills.
• A strong sense of urgency and commitment to providing the highest level of service to Schwab clients.
• Ability to recognize client needs quickly and respond in a courteous and professional manner.
• Ability to recognize opportunities for improvement and recommend changes to processes or procedures that enhance personal and organizational effectiveness and efficiency.

Responsibilities

• Handle inbound and outbound calls, email, and chat for PCIS clients.
• Provide knowledgeable, accurate service across product suite.
• Resolve complex transactions and inquiries with accuracy.
• Coordinate with Provider Services, Advisor Services, Operations, and partners.
• Maintain cases through established workflows and systems.
• Identify risk or process improvements and escalate as needed.

Skills

Active Series 7

Series 63 or 66 licenses

Communication skills

Analytical skills

Client-service orientation

Job description

Charles Schwab Corporation’s Personal Choice Investment Services team seeks a Participant Services Specialist to deliver high-quality client service across inbound and outbound contacts. You will support plan participants, trustees, and advisors, handling inquiries, complex transactions, and coordinating with cross-functional partners on a range of brokerage and retirement plan services.

The role emphasizes accurate guidance on self-directed accounts and health savings accounts, with focus on