Specialist, CS&S Trader Service

The Charles Schwab Corporation; California (MO); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work

401(k) with company match

Employee stock purchase plan

Health insurance

Paid time off

Tuition reimbursement

Job summary

The Charles Schwab Corporation is seeking an Inbound Trader Service Specialist who will act as a subject-matter expert for equities, FX, and derivatives. This role handles the second shift, delivering proactive client service and guidance on trades in a fast-paced environment.

You will join a diverse team, work remotely on a second shift, and have opportunities for growth through exposure to complex trades and incentives.

Qualifications

• Series 7 and 63 licenses are required.
• 1 year of experience in Client Service, Financial Services and/or Brokerage Services.

Responsibilities

• Serve as the subject matter expert for equities, foreign exchange, and derivatives to brokerage clients.
• Handle second shift with exposure to complex client trades and risk-aware execution.

Education

Bachelor’s Degree

Series 7 license

Series 63 license

Series 9/10 license (preferred)

Series 3 license (optional)

Series 34 license (optional)

Tools

Brokerage platforms

CRM software

Reliable internet

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.

Shift details: Sunday 5:00pm-12:00am, Monday-Thursday 3:00pm-12:00am ET (this shift is fully remote)

Our Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as an Inbound Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, foreign exchange, and derivatives (options & futures). Working on the second shift, you’ll have increased exposure to complex client trades, offering an accelerated growth trajectory.

Our team consists of adiverseworkforce in all different stages of their careers, including career changers and individuals 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 with whom you can learn and grow -- this is the role for you.

What you have

Required Qualifications:

• Series 7 and 63 licenses
• 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner

Preferred Qualifications:

• Series 9/10 valued but not required
• Series 3 license (can be obtained as Condition of Employment)
• Series 34 license (can be obtained as Condition of Employment)
• Takes initiative and thrives in a fast-paced, independent environment
• Access to a reliable internet connection
• A desire to learn and quickly progress through to Trader 3
• Bachelor’s Degree
• Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
• Current or previous contact center experience
• Ability to deliver a heightened client experience utilizing an advanced client dialog model
• Previous experience in customer service, client support and problem resolution skills
• Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Strong trading or familiarity with the securities industry and an understanding of options and equities
• Ability to serve as a peer mentor and role model to less tenured and less knowledgeable peers

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