Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> As a Global Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.” NOTE: This position is based in Orlando, FL and available for a Hybrid schedule post training. <h2 class="job-details-subheadline">What you have</h2> Required Qualifications:<ul><li>Must be able to read, write, and speak in Spanish or Cantonese/Mandarin.</li><li>FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.</li></ul>Preferred Qualifications:<ul><li>FINRA Series 9-10 license preferred</li><li>Preferably 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner. </li><li>Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.</li><li>This department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.</li><li>Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines</li><li>A passion to continually learn, growing your knowledge in personal finance</li><li>Ability to establish trust and rapport with clients over the phone</li><li>Excellent interpersonal and written skills with a strong customer service focus are essential</li><li>Resilience to help achieve client happiness in a fast-paced call environment</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you: At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

public

Bilingual Global Service Specialist(Spanish or Cantonese/Mandarin Required)

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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.  Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.  We offer a competitive pay and bonus package. Starting compensation for this location begins at $55,500 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $63,250 ($57,500 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases. #Campus<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.    Required qualifications  <ul><li style="margin: 0in 0in 0in .5in;">Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. </li><li style="margin: 0in 0in 0in .5in;">Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.  </li></ul> Preferred qualifications   <ul><li style="margin: 0in 0in 0in .5in;">Previous customer service experience  </li><li style="margin: 0in 0in 0in .5in;">Previous client relationship experience  </li><li style="margin: 0in 0in 0in .5in;">Bachelor’s degree or higher in Finance, Economics, or related field from accredited university </li><li style="margin: 0in 0in 0in .5in;">Ability to adapt to changes in the market and business  </li><li style="margin: 0in 0in 0in .5in;">Eagerness to learn about finance  </li><li style="margin: 0in 0in 0in .5in;">Passion for service to clients </li><li style="margin: 0in 0in 0in .5in;">Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions </li><li style="margin: 0in 0in 0in .5in;">Robust communication, influencing and client engagement skills </li><li style="margin: 0in 0in 0in .5in;">Desire to be part of a supportive and collaborative team </li><li style="margin: 0in 0in 0in .5in;">Shown success navigating multiple computer applications </li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Client Financial Rep

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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.  Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.      We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.   Required qualifications  <ul><li>Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="2" data-aria-level="1">Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.   </li></ul>Preferred qualifications   <ul><li>Previous customer service experience   </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="4" data-aria-level="1">Previous client relationship experience   </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="5" data-aria-level="1">Bachelor’s degree or higher in Finance, Economics, or related field from accredited university  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="6" data-aria-level="1">Ability to adapt to changes in the market and business   </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="7" data-aria-level="1">Eagerness to learn about finance   </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="8" data-aria-level="1">Passion for service to clients </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="8" data-aria-level="1">Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="9" data-aria-level="1">Robust communication, influencing and client engagement skills  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="10" data-aria-level="1">Desire to be part of a supportive and collaborative team  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="11" data-aria-level="1">Shown success navigating multiple computer applications  </li></ul> #campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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.  Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.     We offer a competitive pay and bonus package. Starting compensation for this location begins at $50,300 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $57,530 ($52,300 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles Schwab.  Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required Qualifications<ul><li style="color: black; margin-bottom: 0in;">Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. </li><li style="color: black; margin-bottom: 0in;">Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.  </li></ul>Preferred Qualifications <ul><li>Previous customer service experience </li><li>Previous client relationship experience </li><li>Bachelor’s degree or higher in Finance, Economics, or related field from accredited university</li><li>Ability to adapt to changes in the market and business </li><li>Eagerness to learn about finance </li><li>Passion for service to clients </li><li>Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions</li><li>Robust communication, influencing and client engagement skills</li><li>Desire to be part of a supportive and collaborative team</li><li>Shown success navigating multiple computer applications</li></ul>#Campus  <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals. Specifically, the SPS Client Services team plays a vital role in the delivery of our services. They are responsible for the day to day interaction between Schwab and our largest, most complex corporate clients, ensuring all aspects of their plans are operating smoothly. This team provides training and guidance to our corporate clients on how to most efficiently utilize Schwab’s tools and services in addition to assisting our clients trouble shoot issues by researching items and presenting solutions. This includes partnering with other teams within SPS to ensure a consistent client experience from implementation through to ongoing administration of the plan.  The Client Services team is expected to partner with the SPS Relationship Management, Education, Trading, Product Management and Conversion teams to ensure a consistent and quality experience for our corporate clients and their employees.  As a Client Service Manager in SPS you will manage clients based on their value and specific needs.  Specific responsibilities include:<ul><li>Serve as primary daily point of contact for clients with the ability to answer questions regarding provisions of complex equity compensation plans and financial reporting</li><li>Periodic review of client financial health in order to increase participant engagement for individual retail client solution opportunities</li><li>Provide oversight and planning  of client events (i.e. grants, exercises, restricted stock releases, ESPP, dividends, etc.) for assigned companies to ensure flawless execution</li><li>Partner with clients to create solutions for unique administrative needs while managing risk to Schwab.</li><li>Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions and communication campaigns.</li><li>Resolve client items accurately and in a timely manner. </li><li>Responsible for developing and sustaining a long-term relationship with clients.  </li><li>Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including continuing CEP education, local industry chapter participation, client forum presentations, etc.</li><li>Implement controls and oversight for high value transactions, including transactions for top level executives at target corporate clients.</li><li>Responsible for weekly or bi-weekly check-ins calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items and consultative interaction is occurring.  Recognize opportunities for improvement and growth in the relationship.</li><li>Participate in the creation and delivery of regular on-site client service review meetings with assigned clients.</li><li>Provide training and expertise around Schwab system functionality and capabilities to our corporate clients, enhancing their experience with Schwab.</li><li>Provide team sales support for the SPS Sales team as needed (RFP and RFI response review, onsite presentations, webcasts, and system demonstrations).</li><li>Participate in providing requirements and enhancements for SPS systems and processes.</li><li>Provide guidance to technology teams and advocate for client needs and requests.</li><li>Must have flexibility to provide after hours and periodic weekend support for client events and escalations.</li></ul><h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.  Required qualifications: <ul><li>Advanced Knowledge of Excel and other MS Office skills.</li><li>Excellent communication, problem solving, and presentation skills to influence and build consensus among your team members and leadership.</li><li>Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics</li><li>Strong organizational skills with ability to work on multiple assignments simultaneously and complete them within established deadlines.</li><li>Capacity to be a flexible & adapt to shifting priorities and be a collaborative team player.</li><li>Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC718/IFRS2 and/or corporate accounting administration.</li><li>Travel Requirements: 10- 25%</li></ul> Preferred qualifications:<ul><li>Bachelor’s degree highly preferred.</li><li>CEP Certification Level 1 or higher preferred.</li><li>Brokerage, financial or accounting experience within a corporate or brokerage environment preferred.</li><li>Familiarity with Equity Compensation Administration systems a plus.</li><li>Ability to articulate Schwab's Visions and Values to team members.</li><li>Project management, business analysis and/or consulting experience preferred.</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Client Service Manager, Schwab Stock Plan Services

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2>  Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll deliver exceptional service to clients through inbound phone calls focused on providing education, solutions, and long-term investing options regarding employer-sponsored retirement plans. You’ll take a consultative approach with retirement and 401k plan participants, utilizing multiple computer applications and internal resources to offer them world-class solutions. Here, you will take charge of your own professional journey by attending a structured training program, participating in on-the-job learning, and receiving individual coaching and support, with a focus on growing your expertise on retirement products and services. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary, this role is also eligible for bonus or incentive opportunities. NOTE: The office is located at 2423 E. Lincoln Drive, Phoenix AZ. The New Hire Training Class is June 2, 2025.  #campus<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. No degree or financial license is required but if you are interested in taking your career to the next level – training opportunities are available. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.   Required Qualifications <ul style="margin-top: 0in;"><li>Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule. </li><li>Ability to work various shifts to serve our clients, with availability Monday-Friday any time between 6:30am to 8:00pm Local AZ Time.</li></ul>Preferred Qualifications <ul><li>Previous customer service and/or client relationship experience.</li><li>Ability to multi-task, with demonstrated success navigating multiple computer applications simultaneously.</li><li>Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs.</li><li>Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines.</li><li>Robust communication, influencing and client engagement skills.</li><li>Ability to adapt and implement changes as market and business conditions evolve.</li><li>Dedication to resolving a variety of complex client inquires both through technology-based research and working closely with partners.</li><li>Receptive to mentoring and feedback for continuous improvement.</li><li>Desire to gain financial licenses such as FINRA Series 7 or 63</li></ul> What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul style="margin-top: 0in;"><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul>  <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Client Service Professional - 401k

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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. Our Aspiring Talent Academy (ATA) is more than just a part-time apprenticeship – it’s your opportunity to gain hands-on experience with clients and develop professionally, all while still attending school. Here, you’ll learn what it’s like to be a part of our service team and begin building your foundation for a long-term career in our Client Service & Support organization. While in our ATA, you’ll serve as a trusted advocate for our clients by answering their inbound calls, taking ownership of their needs, and solving complex issues with exceptional solutions. Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial futures. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you. Key features of the program:<ul><li>Assisting clients by answering inbound calls</li><li>Training and support to help you best serve clients</li><li>Ongoing coaching from a dedicated team manager</li><li>Education about available career paths within Client Service & Support</li><li>Exposure to the Financial Services industry</li><li>Participation in team building activities</li></ul> The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment. Compensation: $21.00/hour<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications: This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for a 9-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program in May, you will have the opportunity to apply for a full time Financial Service Representative position. · Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2026· Ability to work on-site starting Monday, September 8, 2025· Ability to work 20 hours on-site at one of the Schwab service center locations during the following times:<ul><li>Monday – 8am to 4:30pm</li><li>Wednesday – 8am to 4:30pm</li><li>Friday – 8am to 12pm</li></ul> Preferred qualifications:<ul><li>A strong desire to learn about the Financial Services Industry and grow your career at Charles Schwab</li><li>Embraces a client-centric approach to service with a passion for helping investors with their needs</li><li>Robust communication skills and strong attention to detail</li><li>Ability to adapt to changes in the market and business needs</li><li>Has a resourceful, strategic, and optimistic mentality</li><li>Wants to be part of a supportive and collaborative team</li><li>Is capable of performing in a fast-paced and dynamic environment</li></ul>#Campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Client Services Part Time Internship

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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.  Our Aspiring Talent Academy (ATA) is more than just a part-time apprenticeship – it’s your opportunity to gain hands-on experience with clients and develop professionally, all while still attending school. Here, you’ll learn what it’s like to be a part of our service team and begin building your foundation for a long-term career in our Client Service & Support organization. While in our ATA, you’ll serve as a trusted advocate for our clients by answering their inbound calls, taking ownership of their needs, and solving complex issues with exceptional solutions.  Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial futures. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you.        Key features of the program: <ul><li style="margin: 0in 0in 0in 1.5in;">Assisting clients by answering inbound calls</li><li style="margin: 0in 0in 0in 1.5in;">Training and support to help you best serve clients</li><li style="margin: 0in 0in 0in 1.5in;">Ongoing coaching from a dedicated team manager</li><li style="margin: 0in 0in 0in 1.5in;">Education about available career paths within Client Service & Support</li><li style="margin: 0in 0in 0in 1.5in;">Exposure to the Financial Services industry</li><li style="margin: 0in 0in 0in 1.5in;">Participation in team building activities</li></ul> The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment. Compensation: $18.50/hour<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.Required qualifications:This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for a 9-month period during your Fall and Spring Semesters.  Timing and commitment to our Apprentice program will be determined by individual performance and/or business need.  At the end of the Apprentice program in May, you will have the opportunity to apply for a full time Financial Service Representative position.   <ul><li style="margin-left: 1.5in;">Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2026 </li><li style="margin-left: 1.5in;">Ability to work on-site starting Monday, September 8, 2025 </li><li style="margin-left: 1.5in;">Ability to work 20 hours on-site at one of the Schwab service center locations during the following times:</li></ul><ul><li style="list-style-type: none;"><ul><li style="list-style-type: none;"><ul><li style="list-style-type: none;"><ul><li style="list-style-type: none;"><ul><li>Monday – 8am to 4:30pm</li><li>Wednesday – 8am to 4:30pm</li><li>Friday – 8am to 12pm</li></ul></li></ul></li></ul></li></ul></li></ul><ul><li style="list-style-type: none;"><ul><li style="list-style-type: none;"><ul><li style="list-style-type: none;"><ul><li style="list-style-type: none;"> </li></ul></li></ul></li></ul></li></ul>Preferred qualifications:<ul><li style="margin-left: 1.5in;">A strong desire to learn about the Financial Services Industry and grow your career at Charles Schwab</li><li style="margin-left: 1.5in;">Embraces a client-centric approach to service with a passion for helping investors with their needs</li><li style="margin-left: 1.5in;">Robust communication skills and strong attention to detail</li><li style="margin-left: 1.5in;">Ability to adapt to changes in the market and business needs </li><li style="margin-left: 1.5in;">Has a resourceful, strategic, and optimistic mentality</li><li style="margin-left: 1.5in;">Wants to be part of a supportive and collaborative team </li><li style="margin-left: 1.5in;">Is capable of performing in a fast-paced and dynamic environment</li></ul>#Campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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. Our Aspiring Talent Academy (ATA) is more than just a part-time apprenticeship – it’s your opportunity to gain hands-on experience with clients and develop professionally, all while still attending school. Here, you’ll learn what it’s like to be a part of our service team and begin building your foundation for a long-term career in our Client Service & Support organization. While in our ATA, you’ll serve as a trusted advocate for our clients by answering their inbound calls, taking ownership of their needs, and solving complex issues with exceptional solutions. Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial futures. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you. Key features of the program: · Assisting clients by answering inbound calls· Training and support to help you best serve clients· Ongoing coaching from a dedicated team manager· Education about available career paths within Client Service & Support· Exposure to the Financial Services industry· Participation in team building activities The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment. Compensation: $20.00/hour<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications: This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for a 9-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program in May, you will have the opportunity to apply for a full time Financial Service Representative position. <ul><li>Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2026</li><li>Ability to work on-site starting Monday, September 8, 2025</li><li>Ability to work 20 hours on-site at one of the Schwab service center locations during the following times:<ul><li>Monday – 8am to 4:30pm</li><li>Wednesday – 8am to 4:30pm</li><li>Friday – 8am to 12pm</li></ul></li></ul> Preferred qualifications:<ul><li>A strong desire to learn about the Financial Services Industry and grow your career at Charles Schwab</li><li>Embraces a client-centric approach to service with a passion for helping investors with their needs</li><li>Robust communication skills and strong attention to detail</li><li>Ability to adapt to changes in the market and business needs</li><li>Has a resourceful, strategic, and optimistic mentality</li><li>Wants to be part of a supportive and collaborative team</li><li>Is capable of performing in a fast-paced and dynamic environment</li></ul>#Campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Client Services Part-Time Internship

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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. Our Aspiring Talent Academy (ATA) is more than just a part-time apprenticeship – it’s your opportunity to gain hands-on experience with clients and develop professionally, all while still attending school. Here, you’ll learn what it’s like to be a part of our service team and begin building your foundation for a long-term career in our Client Service & Support organization. While in our ATA, you’ll serve as a trusted advocate for our clients by answering their inbound calls, taking ownership of their needs, and solving complex issues with exceptional solutions. Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial futures. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you. Key features of the program:<ul><li>Assisting clients by answering inbound calls</li><li>Training and support to help you best serve clients</li><li>Ongoing coaching from a dedicated team manager</li><li>Education about available career paths within Client Service & Support</li><li>Exposure to the Financial Services industry</li><li>Participation in team building activities</li></ul> The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment. Compensation: $20.00/hour<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications: This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for a 9-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program in May, you will have the opportunity to apply for a full time Financial Service Representative position. · Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2026· Ability to work on-site starting Monday, September 8, 2025· Ability to work 20 hours on-site at one of the Schwab service center locations during the following times:<ul><li>Monday – 8am to 4:30pm</li><li>Wednesday – 8am to 4:30pm</li><li>Friday – 8am to 12pm</li></ul> Preferred qualifications:<ul><li>A strong desire to learn about the Financial Services Industry and grow your career at Charles Schwab</li><li>Embraces a client-centric approach to service with a passion for helping investors with their needs</li><li>Robust communication skills and strong attention to detail</li><li>Ability to adapt to changes in the market and business needs</li><li>Has a resourceful, strategic, and optimistic mentality</li><li>Wants to be part of a supportive and collaborative team</li><li>Is capable of performing in a fast-paced and dynamic environment</li></ul>#Campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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. The CS&S Client Technical Support Associate responds to tier II escalated technical inquiries from internal and external clients regarding online access and navigation of website, systems and accounts. Our goal is to support the one call resolution, while still providing a means for further escalation if necessary. Additionally, we provide Client Support and Protection typically related to online access attempts via our electronic channels. We strive to execute the balance of being productive and efficient, while delivering exceptional client service.<h2 class="job-details-subheadline">What you have</h2> Required<ul><li>Minimum of one-year prior client service experience.</li><li>Shift Flexibility: There are various schedules of weekdays, and early evenings shifts.</li><li>Proven experience utilizing strong troubleshooting techniques, de-escalating, and problem solving, ideally in a Call Center environment.</li><li>Excellent interpersonal skills, including proven listening skills, and the ability to effectively communicate technical trouble shooting steps in a detailed, well-organized manner over the phone.</li><li>Demonstrates a technical aptitude by quickly assimilating technical concepts and new technology.</li><li>Excellent knowledge of common browsers such as Edge, Chrome, Safari and Firefox and a high-level understanding of Apple and Android based mobile devices.</li><li>Extensive knowledge of PC/Mac computing environments including operating systems, peripherals, & navigating through complex software.</li><li>Experience working in a team environment, including sharing feedback and knowledge with peers.</li><li>Passion for service, positive attitude, enthusiasm, professionalism, and strong client focus</li><li>Promotes and embraces positive client interactions, as well as personal, team, and company improvement.</li><li>Efficient in utilizing many diverse resources and computer screens simultaneously while delivering exceptional service over the phone.</li><li>Adept at anticipating and adapting to changing job needs with exceptional results.</li><li>Effective critical thinking through probing questions to identify solutions in unique situations, while demonstrating sound business judgement.</li></ul>Preferred<ul><li>2+ years of prior client service experience.</li><li>1 year or more of Financial Services industry experience.</li><li>Excellent technical knowledge of the Internet, Networking, Wi-Fi, and ISP’s.</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Client Technical Support Associate

Finance Customer Service

Financial Services Representative

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