Specialist, CS&S Core Service

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. 

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. 

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(s).

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 plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you’ll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. You’ll serve as a trusted voice on the phone—listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.  

Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problem‑solving, clear communication, and empathetic guidance. You’ll partner closely with teammates, advocate for client needs, and strengthen long‑term relationships built on trust and respect. At the same time, you’ll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab.  

If you’re licensed, client‑focused, and motivated by making a real difference for others, this is where your impact grows. 

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.

Requirements:  

• Active FINRA Series 7 and 63 licenses. 
• A passion for helping clients and ensuring positive experiences. 
• Ability to convey information clearly and build trust. 
• Openness to feedback and a growth mindset. 
• Problem-solving with confidence and clarity. 
• Understanding and responding to client needs with empathy. 
• Accuracy and thoroughness in every interaction. 
• Working as part of a supportive team and adapting to change. 
• Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site.  
• After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.  
• Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.  
• Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.    

Example shift groups:

• Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned 
• Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office  
• Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training  
• Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training   

Preferred qualifications: 

• Previous customer service or client relationship experience. 
• Bachelor’s degree or higher. 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.