Specialist, CS&S Trader Service - Phoenix, AZ

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

Job summary

The Charles Schwab Corporation in Phoenix seeks a Trader Service Specialist to serve clients as a subject-matter expert in equities, foreign exchange, and derivatives. You will collaborate with the Trade Desk to empower clients through complex trading topics and ensure accurate execution of trades.

Ideal candidates have Series 7/63, a bachelor’s degree, and 1 year in client service or brokerage. On-site work supports collaboration and continuous learning in a leading financial services firm.

Qualifications

• Required: Series 7 and 63 licenses.
• Preferred: Bachelor’s degree.
• 1 year of experience in Client Service, Financial Services and/or Brokerage Services.
• Current or previous contact center experience.
• Strong trading knowledge and ability to mitigate risk.
• Familiarity with options, equities and derivatives.

Responsibilities

• Serve brokerage and retirement clients as a subject-matter expert.
• Work directly with the Trade Desk to help clients with complex trading topics.
• Provide high-quality service and accurate trade-related information.
• Support a diverse client base in a fast-paced financial trading environment.

Skills

Series 7

Series 63

Customer service

Trading knowledge

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