Senior CS&S Account Solutions Specialist - Client Care

The Charles Schwab Corporation; Westlake (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Health, dental, and vision insurance

Paid time off

Sabbatical after 5 years

Tuition reimbursement

Parental leave and family benefits

Job summary

The Charles Schwab Corporation is seeking a Sr. Specialist in CS&S Operational Support Tier 2 Account Solutions to handle complex client inquiries related to new accounts, maintenance, and research.

This on-site role in Westlake requires deep product knowledge and a customer-first mindset. You will serve as a SME, mentor peers, and drive process improvements while delivering exceptional, timely resolutions across high-volume interactions.

Qualifications

• Ability to independently resolve complex client issues while delivering exceptional service.
• Demonstrates advanced knowledge of products, services, policies, and resources.
• Coaches and mentors others as SME; leadership and ownership.
• Exhibits high emotional intelligence and effective communication.

Responsibilities

• Provide best-in-class service via inbound/outbound calls for account opening and maintenance.
• Research complex inquiries and deliver accurate, timely solutions.
• De-escalate concerns and promote digital adoption using Schwab tools.
• Own complex client issues and ensure timely resolutions within SLAs.
• Mentor peers and contribute to process improvements.

Skills

Issue resolution

Advanced product knowledge

Edge service model

Emotional intelligence

SME / mentoring

Leadership

Education

Bachelor’s degree or equivalent work experience

Tools

Client Central

myQ

Service Desktop

Knowledge Center

schwab.com

Job description

The Charles Schwab Corporation is seeking a Sr. Specialist in CS&S Operational Support Tier 2 Account Solutions to handle complex client inquiries related to new accounts, maintenance, and research.

This on-site role in Westlake requires deep product knowledge and a customer-first mindset. You will serve as a SME, mentor peers, and drive process improvements while delivering exceptional, timely resolutions across high-volume interactions.