Specialist, CS&S Private Client Services

The Charles Schwab Corporation; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

The Charles Schwab Corporation in Phoenix is seeking a High Net Worth Services Specialist to serve our elite brokerage clients. You will apply your trading knowledge and client-service skills to help clients navigate markets and opportunities.

This on-site role emphasizes building trusted relationships, maintaining compliance, and collaborating with a team to deliver superior service. Licensing requirements include Series 7 and 63, with expected proactive communication and strong integrity.

Qualifications

• Series 7 and 63 licenses required.
• Minimum 6 months in client service or brokerage-related roles.
• Strong analytical abilities and risk awareness.

Skills

Series 7 license

Series 63 license

Client service

Trading knowledge

Analytical skills

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Schwab's core belief is simple, placethe client's needs firstin all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.

We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients.We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets. People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you’ve come to the right place. Our team consists of adiverseworkforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

• Series 7 and 63 licensures required
• 6 months+ of experience in Client Service, Financial Services and/or Brokerage Services, preferably trading, interacting with clients in a proactive and consultative manner. Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Ability to ask appropriate, probing questions to clearly understand the client’s needs. Using good judgment when responding and selecting language and examples tailored to the specific experience level of the client.
• Collaborative and relationship-focused work style with demonstrated success in a team environment.
• Practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic with a high integrity level.

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