Specialist, CS&S Trader Service - Lone Tree, CO

The Charles Schwab Corporation; Lone Tree (CO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation

Parental leave and family building

Tuition reimbursement

Job summary

The Charles Schwab Corporation in Lone Tree, Colorado, is seeking a Trader Service Specialist to serve as a brokerages subject matter expert. The role emphasizes on-site client support, equity and options trading knowledge, and a strong commitment to accuracy and service quality.

You will work with the Trade Desk to assist clients in complex trading topics and grow your career within a top financial services firm known for its client focus and education programs.

Qualifications

• Series 7 and 63 licenses required.
• Bachelor’s degree preferred.
• 1 year of experience in Client Service, Financial Services and/or Brokerage Services.
• Current or previous contact center experience is a plus.
• Strong analytical skills with risk awareness and trading accuracy.

Responsibilities

• Serve as subject matter expert to brokerage and retirement accounts for clients.
• Collaborate with Trade Desk to assist clients with complex trading topics.
• Deliver outstanding client service and support in a fast-paced environment.

Skills

Series 7 license

Series 63 license

Client service

Financial services

Education

Bachelor’s degree

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).

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 a Trader Service Specialistwhere you will work with brokerage clients as the subject matter expert in their brokerage and retirement accounts. At Schwab, we are proud of our highly developed internal education system - where you will learn to become a specialist in equities, foreign exchange, and derivatives (options & futures). You will then work directly with our Trade Desk to empower yourself and our clients in complex trading topics.We’re seeking professionals who enjoy assisting others as they trade in the financial markets and want to grow their career with a top financial services firm.

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

Preferred Qualifications:

• Bachelor’s degree
• 1 year of experience in Client Service, Financial Services and/or Brokerage Services
• Current or previous contact center experience
• 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 experience, or familiarity with the securities industry and an understanding of options and equities

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