Sr Specialist, CS&S Dedicated Electronic Communications

Socket.dev; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Bonus or incentive opportunities

Job summary

Charles Schwab in Westlake, TX is seeking a Dedicated Electronic Communications Group Specialist to help private client services investors and new clients with their first steps, via phone, live chat or email. You will provide market insight and one-on-one assistance to navigate markets, with a focus on unbiased guidance and introductory research on current conditions.

The role develops skills in fundamental and technical trading, securities mechanics, and wealth management concepts, with

Qualifications

• Series 7 and 63 or 66 required.
• Experience in financial services or brokerage services is required.
• Willingness to acquire additional licenses (66 or 9/10) is a plus.
• Advanced communication and relationship-building skills.
• Ability to discuss trading topics with clients and mitigate risk.

Responsibilities

• Provide market insight and one-on-one assistance to clients.
• Assist via phone, live chat and email with market questions.
• Support private client services investors and new clients on onboarding and guidance.
• Expand knowledge on wealth management topics and trading concepts.
• Collaborate with team to ensure high-quality client service.

Skills

Series 7

Series 63/66

Financial services experience

Client service excellence

Strong communication skills

Job description

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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.