Participant Services Specialist – Stock Plan Support

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

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. You don’t need a finance background. What matters is your commitment to serving others and eagerness to learn.

As a Participant Service Professional, you’ll answer inbound calls from stock plan participants, providing clear, empathetic guidance and personalized solutions. You’ll educate participants on their stock plans, assist with transactions for options, restricted stock, ESPPs, and more, empowering them to make informed decisions.

Through structured training, coaching, and hands‑on experience, you’ll build expertise in financial services and gain skills for a rewarding career. We’ll support you from day one with paid training in the Schwab Service Academy, helping you earn your SIE and FINRA Series 7 & 63 licenses.

If you’re ready to make an impact and grow your career, your journey starts here.

What you have

What you have

We believe great service starts with the right mindset and skills. Successful candidates are required to have

• 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.

What’s in it for you

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 Hybrid Work and Flexibility 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 benefits package 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