Participant Services Pro - Training, Growth, Impact

Charles Schwab; Westlake (TX); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Training program

Licensing support

Hybrid work flexibility

Job summary

Charles Schwab seeks a Participant Service Professional to answer inbound calls from stock plan participants, educate them on plans, and assist with transactions for options, RSUs, and ESPPs. No finance background is required—the role offers paid training and licensing path.

You will gain expertise through the Schwab Service Academy and earn SIE and FINRA licenses while delivering exceptional client service. On-site work during training, with after-hours flexibility and team collaboration.

Qualifications

• 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.
• 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.

Responsibilities

• Answer inbound calls from stock plan participants with clear, empathetic guidance.
• Educate participants on stock plans and transactions for options, RSUs, ESPPs, and more.
• Provide personalized solutions to empower informed decisions for participants.
• Participate in Schwab Service Academy training and licensing processes.

Skills

passion for helping clients

communication skills

growth mindset

problem solving

empathy

attention to detail

team collaboration

on-site availability

shift flexibility

Education

Bachelor’s degree in Finance or Economics

FINRA Series 7/63 preferred

Job description

Charles Schwab seeks a Participant Service Professional to answer inbound calls from stock plan participants, educate them on plans, and assist with transactions for options, RSUs, and ESPPs. No finance background is required—the role offers paid training and licensing path.

You will gain expertise through the Schwab Service Academy and earn SIE and FINRA licenses while delivering exceptional client service. On-site work during training, with after-hours flexibility and team collaboration.