Participant Services Specialist – Stock Plan Support
About The Position
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. Bring your passion for helping people and making a difference. At Schwab, our service team helps participants take ownership of their financial future. You don’t need a finance background. What matters is your commitment to serving others and eagerness to learn. As a Participant Service Professional, you’ll answer inbound calls from stock plan participants, providing clear, empathetic guidance and personalized solutions. You’ll educate participants on their stock plans, assist with transactions for options, restricted stock, ESPPs, and more, empowering them to make informed decisions. Through structured training, coaching, and hands-on experience, you’ll build expertise in financial services and gain skills for a rewarding career. We’ll support you from day one with paid training in the Schwab Service Academy, helping you earn your SIE and FINRA Series 7 & 63 licenses. If you’re ready to make an impact and grow your career, your journey starts here.
Requirements
- Genuine passion for helping clients and creating positive experiences.
- Strong communication skills to convey information clearly and build trust.
- Openness to feedback with a growth mindset.
- Confident, clear problem-solving abilities.
- Empathy in understanding and responding to client needs.
- High attention to detail and accuracy in every interaction.
- Ability to work collaboratively and adapt to change.
- Availability to work on-site Monday–Friday, 8:00 AM–4:30 PM during Schwab’s training program.
- Flexibility to work various shifts after training, Monday–Friday between 7:00 AM–9:00 PM ET.
Nice To Haves
- FINRA Series 7, 63 preferred or must be obtained as a condition of employment.
- Previous customer service and/or client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
Responsibilities
- Answer inbound calls from stock plan participants.
- Provide clear, empathetic guidance and personalized solutions.
- Educate participants on their stock plans.
- Assist with transactions for options, restricted stock, ESPPs, and more.
Benefits
- Paid training in the Schwab Service Academy
- Support to earn SIE and FINRA Series 7 & 63 licenses
- Bonus or incentive opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
