Participant Services Specialist – Stock Plan Support
About The Position
At Schwab, the Participant Services Specialist supports stock plan participants as they take ownership of their financial future. The role answers inbound calls and provides clear, empathetic guidance and personalized solutions. Specialists educate participants about stock plans and assist with transactions involving options, restricted stock, employee stock purchase plans (ESPPs), and other stock plan matters. Schwab provides structured training, coaching, and hands-on experience to develop expertise in financial services. The position includes paid training in the Schwab Service Academy and support toward earning the SIE and FINRA Series 7 and 63 licenses. During training, the schedule is on-site Monday through Friday, 8:00 AM–4:30 PM. After training, employees must be flexible to work various Monday–Friday shifts between 7:00 AM and 9:00 PM ET. The role is eligible for bonus or incentive opportunities in addition to the salary range.
Requirements
- Genuine passion for helping clients and creating positive experiences.
- Strong communication skills to convey information clearly and build trust.
- Openness to feedback and 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 the training program.
- Flexibility to work various shifts Monday–Friday between 7:00 AM and 9:00 PM ET after training.
- FINRA Series 7 and 63 licenses are preferred or must be obtained as a condition of employment.
Nice To Haves
- Previous customer service and/or client relationship experience.
- Bachelor’s degree or higher in Finance, Economics, or a related field from an accredited university.
- FINRA Series 7 and 63 licenses.
Responsibilities
- Answer inbound calls from stock plan participants.
- Provide clear, empathetic guidance and personalized solutions.
- Educate participants about their stock plans.
- Assist participants with transactions involving options, restricted stock, ESPPs, and other stock plan matters.
Benefits
- Paid training in the Schwab Service Academy.
- Support toward earning the SIE and FINRA Series 7 and 63 licenses.
- Eligible for bonus or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
