Sr Specialist, CS&S Dedicated Electronic Communications

Charles Schwab; Westlake (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, TX is seeking a Dedicated ECG Specialist to serve as the first point of contact for private client and new client inquiries via phone, live chat, or email. You will provide market insight, online research, and guidance on investing fundamentals while delivering unbiased service.

The role offers hands-on training in trading concepts, licensing opportunities, and a pathway to future leadership within our wealth management division.

Qualifications

• Required: Series 7 and 63 or 66 licenses.
• Experience in Financial Services and/or Brokerage Services at Charles Schwab required.
• Preferred: Series 66 or 9/10; or willingness to acquire.

Responsibilities

• Serve as the first point of contact via phone, live chat, or email for private client services investors and new clients.
• Provide market insight and online research on current market conditions and investing fundamentals.
• Assist clients with trading concepts and develop solutions while maintaining unbiased guidance.

Skills

Customer service

Communication

Financial markets knowledge

Client relationship building

Team collaboration

Education

Series 7 and 63 or 66 licenses

Series 66 or 9/10; willingness to acquire

Job description

Your opportunity

At Schwab, you are 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.

As a Dedicated Electronic Communications Group (ECG) Specialist, you will utilize your growing expertise to champion our private client services investors as well as our new clients interacting with Schwab for their first time, personal financial goals, working as the first point of contact via phone, live chat/email, or both. As a dedicated specialist, you will provide market insight and one-on-one assistance to help our clients with our unbiased approach to navigating the markets and provide online research and commentary on current market conditions and investing fundamentals. While working in a dynamic environment, you will leverage your passion for client service and financial service expertise to impact on clients’ lives.

You will have the opportunity to develop skillsets including fundamental and technical trading and securities mechanics, while also expanding your knowledge on key areas of industry and wealth management. This can include hands-on training with managed products and robo-advising tools, further licensing aimed at developing future leaders and advice/guidance roles, as well as additional training in our specialized client segment. If you hold client service to the highest standard, have a passion for continuous learning and development, and are eager to share market and economic knowledge with clients on a highly engaged, specialized team, this role could be for you.

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:

• Series 7 and 63 or 66
• Experience in Financial Services and/or Brokerage Services at Charles Schwab required

Preferred Qualifications:

• Series 66 or 9/10; or willingness to acquire.
• Advanced market knowledge and trading experience; ability to proactively discuss trading topics and appropriate solutions with clients
• Advanced written and/or oral communication skills and ability to deepen client relationships through phone or chat interactions
• Strong 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 questions to clearly understand the client’s needs, using EQ 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, as well as professionalism, and a strong work ethic

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