PCIS Client & Trade Support Specialist

Charles Schwab; Omaha (NE); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

401(k) match

Paid vacation

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a PCIS Participant Services Specialist to deliver knowledgeable, accurate service to plan participants, trustees, and advisors. You’ll handle inquiries by phone, email, and chat, guiding self‑directed brokerage accounts and retirement plans while coordinating with multiple partners.

The role emphasizes high‑quality service, risk awareness, and collaboration across teams, with on‑site work four days a week in designated locations.

Qualifications

• Active Series 7 and Series 63 or 66 licenses required or may be obtained within six months.
• Outstanding communication, listening, and analytical skills.
• Strong sense of urgency and commitment to high‑level client service.
• Ability to recognize client needs quickly and resolve issues effectively.

Responsibilities

• Handle inbound/outbound calls, email, and chat for plan participants, trustees, and advisors.
• Process service inquiries and investments within policy and trading guidelines.
• Coordinate with Provider, Advisor Services, Operations, and other partners.
• Provide guidance on self‑directed brokerage accounts within retirement plans and HSAs.
• Maintain knowledge across PCIS processes and systems and complete required cases.

Skills

Active Series 7 license

Series 63/66 license

Customer service

Trading knowledge

Strong communication

CRM systems

Education

Bachelor’s degree (preferred)

Tools

Trading platforms

CRM systems

Job description

Charles Schwab is seeking a PCIS Participant Services Specialist to deliver knowledgeable, accurate service to plan participants, trustees, and advisors. You’ll handle inquiries by phone, email, and chat, guiding self‑directed brokerage accounts and retirement plans while coordinating with multiple partners.

The role emphasizes high‑quality service, risk awareness, and collaboration across teams, with on‑site work four days a week in designated locations.