Sr Specialist, CS&S Account Solutions

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

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).

This is a Sr. Specialist role in the CS&S Operational Support Tier 2 Account Solutions organization which is responsible for supporting internal and external clients with complex inquiries pertaining to applications and paperwork submitted for new accounts, account maintenance, account updates, and research of complex inquiry topics. Our goal is to own every interaction and provide first contact resolution. As a team of experts, we are committed to delivering prompt and efficient solutions. Our focus is to enhance the client experience while building trust with both internal partners and external clients.

As a CS&S T2 Sr. Specialist inAccount Solutions Hotline, you will promote client loyalty by providing the highest quality support to our clients and internal partners primarily through inbound/outbound phone calls relating to account opening and account maintenance. You will be a primary contact for our clients and internal partners to provide “best in class” service by:

• Bringing a passion for service, positivity, enthusiasm, professionalism, innovation, and continuous improvement to every client and internal partner interaction.
• Actively listen, assess client needs, research complex requests, and deliver accurate, timely, and innovative solutions.
• Demonstrate advanced knowledge of Schwab products, services, departments, policies, procedures, and systems to effectively resolve complex and urgent issues.
• Leverage positive language, advanced communication skills, and sound judgment to de-escalate concerns, reduce perceived effort, and deliver exceptional client experiences.
• Take ownership of complex client issues by independently assessing risk, determining appropriate resolutions, and ensuring requests are completed accurately and within required timeframes.
• Serve as a subject matter expert (SME) by providing mentorship, coaching, thought partnership, and guidance to support peer development and issue resolution.
• Model excellence through the consistent application of the edge service model while supporting others to deliver superior client experiences.
• Proactively identify process improvement opportunities, challenge existing practices, and collaborate with leadership and partners to remove barriers and enhance client outcomes.
• Demonstrate leadership, accountability, and autonomy by resolving issues independently, promoting team engagement, and helping the team and department adapt to changing business needs and service levels.
• Maintain strong working knowledge of Client Central, myQ, Service Desktop, Knowledge Center, schwab.com, and other resources to resolve issues at the point of contact and promote digital adoption.
• Follow policies and procedures while mitigating risk, identifying continuous development, and supporting leadership initiatives.

What you have

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

Required qualifications:

• Ability to independently resolve complex client issues while delivering exceptional service to clients and internal partners through the effective use of systems, tools, and resources to provide a Through Clients’ Eyes experience.
• Demonstrates advanced knowledge of products, services, policies, procedures, and resources to effectively and efficiently resolve complex client situations.
• Models the edge service model in every interaction and serves as a role model by coaching and mentoring others.
• Displays a high level of emotional intelligence, leveraging positive language and advanced communication skills to resolve concerns and reduce client effort.
• Functions as a subject matter expert (SME), providing guidance, partnership, and support.
• Demonstrates leadership, sound business judgment, and ownership while identifying continuous improvement opportunities to enhance processes and client experiences.

Preferred qualifications:

• 4+ years of client service, operations, or brokerage/financial industry experience preferred.
• Experience handling a high volume of inbound calls supporting clients and internal partners while leveraging edge skills to deliver exceptional service.
• Bachelor’s degree or equivalent work experience preferred.
• Series 7 and 63 (or 66)licenses are preferred but not required. Series 9 & 10 licenses are welcomed.
• Experience serving as a subject matter expert (SME), coach, or mentor.
• Demonstrated ability to lead projects, influence positive change, and support leadership initiatives.

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