Charles Schwab Corporation

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You can view all open positions or use the following search form to find jobs that suit your specific career interests. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or (800) 275-1281.

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Job Locations US-AZ-Phoenix | US-IN-Indianapolis | US-TX-Westlake
For nearly 50 years, Charles Schwab has built a brand of trusted service. We take pride in our ability to meet the unique needs of our High Net Worth and Managed Account clients. As our industry continues to adapt to changing market conditions, so do we. In order to do so, we need a workforce that is able to meet the new demands of our investors. Schwab offers a wide range of managed products, each with their own capabilities to cater to the varied and multifaceted needs of our clients. The ability to understand these needs as well as offering advanced knowledge in markets and trading to support the upper wealth tier of Schwab clients requires the specialization of a select group of the best and brightest service professionals that Schwab has to offer.
Requisition ID
2020-65887
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/25/2020
Job Locations US-TX-Westlake
Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically 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. SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.
Requisition ID
2020-65826
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/6/2020
Job Locations US-AZ-Phoenix
As a Team Manager in our Client Service & Support (CS&S) eServices organization, you will lead a team responsible for servicing our diverse clients’ brokerage needs via secure eServices in order to build and maintain client loyalty. Our teams inspire client loyalty by being the “voice of Schwab” for our clients. They engage in personalized interactions that enhance each client's relationship with Schwab by addressing their need(s) first and then asking questions to learn what other products, services, or guidance may be appropriate for them based on their financial goals. Your team members receive extensive training and internal support that allows them to be successful in service delivery, conducting thorough needs-based conversations that build long-term relationships with our clients. 
Requisition ID
2020-65807
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/14/2020
Job Locations US-AZ-Phoenix
The Pinnacle Sr. Team Manager provides leadership within a dedicated business model.  This Sr. Team Manager inspires and models behaviors that enhance each client relationship.  This role drives personalized service, which enables Pinnacle  team members to build loyal clients by making bold decisions and increases organic growth among the Active Trader client base.  The Pinnacle Sr. Team Manager inspires a shared vision so all team members provide outstanding service to active trader clients over the telephone and via email. 
Requisition ID
2020-65789
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/3/2020
Job Locations US-CO-Lone Tree
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.  CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs.  CS&S builds loyalty with clients and employees one interaction at a time. With a focus on employee development and collaboration, we help clients and employees reach their goals.  As a Team Manager in Client Service and Support you will lead a team of approximately 12 Financial Services Professionals (including registered brokers, broker trainees, and customer service reps) to deliver value and memorable service experiences that promote client and employee loyalty.
Requisition ID
2020-65750
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/29/2020
Job Locations US-NJ-Paramus
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-65714
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/19/2020
Job Locations US-CA-Torrance
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-65712
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/19/2020
Job Locations US-CA-Los Altos
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-65705
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/19/2020
Job Locations US-TX-Westlake
The Client Service & Support Help Desk responds to 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 support identity theft and fraud prevention 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.
Requisition ID
2020-65681
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
Job Locations US-AZ-Phoenix
The Clicent Service & Support Help Desk responds to 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 support identity theft and fraud prevention 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.
Requisition ID
2020-65680
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
Job Locations US-AZ-Phoenix
Income Solutions is a strategic priority for Schwab and Advisor Services – the Advisor Bond Specialist role provides an exciting opportunity to be a driver in continuing the growth, innovation and partnerships of this effort. With over $145 billion in Fixed Income assets, an industry leading product platform and a large team of sales & service professionals, the Fixed Income team plays a significant role in driving asset growth for both our Advisor and Retail channels. The Advisor Services Income Solutions team supports independent Registered Investment Advisor firms that custody and trade their client assets at Schwab. We partner with Fixed Income trading, Advisor Services Sales and the Advisor Custody & Trading organization to foster advisors’ fixed income needs, growth and success.
Requisition ID
2020-65649
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/8/2020
Job Locations US-CO-Lone Tree
Client Banking Services (CBS) provides service to Schwab Bank and Schwab One clients. As a division of the Client Service & Support (CS&S) organization, our goal is to deliver world class experiences that promote the firm’s Purpose to “champion every client’s goals with passion and integrity.” We cultivate an environment of engaged professionals, who inspire client loyalty through understanding and addressing client needs, personalizing every interaction, and valuing all clients and their time.
Requisition ID
2020-65593
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/31/2020
Job Locations US-TX-Westlake | US-AZ-Phoenix | US-FL-Orlando
In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. Our mission is to be the premier service provider and trusted partner of RIA firms of all sizes. The Client Service Operations Manager is a critical member of a dedicated Advisor Services Service Team primarily focused on exceeding expectations of high volume RIA firms. Timely and accurate processing is critical for our success.  This role will be dedicated to a special assignment for an interim period focusing on researching and triaging issues associated with incoming AS work. 
Requisition ID
2020-65575
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-OH-Richfield | US-AZ-Phoenix
Charles Schwab & Co., Inc. is a registered broker/dealer, offering the Schwab Personal Choice Retirement Account® (PCRA), the Schwab Health Savings Brokerage Account (HSBA) as well as other brokerage and custody services to its participants and clients. The PCRA is a Self-Directed Brokerage Account (SDBA) that is typically linked to a 401(k) plan or similar retirement plan. The HSBA is a Self-Directed Health Savings Brokerage Account (HSBA) that is linked to a Health Savings Account plan offered by a third-party plan provider. Charles Schwab is the industry leader in providing custodial, trading, and participant servicing in these areas. In your career as a Financial Services Professional in our organization, you will service our diverse participant’s brokerage needs via telephone, email, and chat in order to build trust and inspire confidence through exceptional service that builds and maintains participant loyalty. Our Financial Services Professionals inspire loyalty by being the “voice of Schwab” to our participants. You will engage in personalized interactions that enhance each participant's relationship with Schwab by listening, understanding and addressing their need(s).
Requisition ID
2020-65572
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/1/2020
Job Locations US-CO-Lone Tree
Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically 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.  The SPS Client Service Team is responsible for the day to day interaction between Schwab and our corporate clients, ensuring all aspects of their plans are running smoothly.  Client Services 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 SPS Relationship Management, Education, Trading and Conversion to ensure a consistent and quality experience for our corporate clients and their employees.
Requisition ID
2020-65566
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-CA-Pleasanton
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-65564
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/7/2020
Job Locations US-FL-Naples
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds, ETFs and SMA’s. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.    We are seeking a Senior Specialist, Client Service to support the broader Client Services team with the opening and maintenance of new and existing accounts within Wasmer Schroeder Strategies.  The Senior Specialist, Client Service will also be an integral part of the Client Service experience by not only ensuring accuracy of work, but also through open communication and collaboration with a dynamic and genuinely inspired team.
Requisition ID
2020-65549
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/31/2020
Job Locations US-FL-Naples
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.    We are looking to hire a Specialist, Platform Operations who will be responsible for providing our platform custodians and their clients a dedicated level of customer service along with researching and resolving any account reconciliation issues.
Requisition ID
2020-65547
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/31/2020
Job Locations US-CA-Los Gatos
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-65522
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/6/2020
Job Locations US-TX-Westlake
Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically 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.  SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.
Requisition ID
2020-65458
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-CO-Colorado Springs
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-65394
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/29/2020
Job Locations US-TX-Westlake | US-AZ-Phoenix | US-CO-Lone Tree
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time. The Partner Support Team supports the Retail and Satellite Branches regarding general operational/service questions and complex research requests. The team is designed to foster close relationships with branch partners and prompt resolution of all calls and escalated issues, including direct contact with clients as needed. In addition this role will continue to shift more routine work away from the branch. The team has a focus on proactive communication and outreach to ensure we build trust and confidence in the model. The team also identifies and escalates improvement opportunities related to systems and business processes.
Requisition ID
2020-65345
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/1/2020
Job Locations US-AZ-Phoenix | US-CO-Lone Tree | US-TX-Westlake
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time. The Partner Support Team supports the Retail and Satellite Branches regarding general operational/service questions and complex research requests. The team is designed to foster close relationships with branch partners and prompt resolution of all calls and escalated issues, including direct contact with clients as needed. In addition this role will continue to shift more routine work away from the branch. The team has a focus on proactive communication and outreach to ensure we build trust and confidence in the model. The team also identifies and escalates improvement opportunities related to systems and business processes.
Requisition ID
2020-65344
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/12/2020
Job Locations US-AZ-Phoenix
We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients.
Requisition ID
2020-65277
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-AZ-Phoenix
We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients.
Requisition ID
2020-65276
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/31/2020
Job Locations US-CO-Lone Tree
We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients.
Requisition ID
2020-65273
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-IL-Chicago
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.  CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs.  With a focus on employee development and collaboration, we help clients and employees reach their goals.  CS&S builds loyalty with clients and employees one interaction at a time.
Requisition ID
2020-65270
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/13/2020
Job Locations US-IL-Chicago
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.  CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs.  With a focus on employee development and collaboration, we help clients and employees reach their goals.  CS&S builds loyalty with clients and employees one interaction at a time.  
Requisition ID
2020-65268
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/13/2020
Job Locations US-AZ-Phoenix
We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients. As an eServices Financial Professional you’ll have the opportunity to: - Expand the company's relationships with clients by providing a full spectrum of services through chat and email channels. - Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness. - Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model. - Gain exposure to a broad array of client scenarios, further developing your Schwab skill set. - Fully demonstrate your Schwab expertise, utilizing solid written and verbal communication to service clients, and attract new business to Schwab.
Requisition ID
2020-65253
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-CA-Oakland | US-CA-San Francisco | US-CA-Milpitas | US-CA-Sacramento | US-CA-Santa Rosa | US-CA-San Diego | US-CA-Los Angeles | US-CA-Bakersfield | US-CA-Santa Barbara | US-CA-Fresno | US-CA-Redding...
The Bank Lending Products and Distribution group is seeking a high potential Ultra High Net Worth Senior Banker who will consider the financial needs of the client and recommend bank lending solutions to Schwab’s Financial Consultants (FCs) and their Ultra High Net Worth (UHNW) clients. Bank lending products include residential mortgages, home equity lines of credit, and securities based lending. Schwab Bank also offers trust services and deposit products including checking and savings accounts. The UHNW Senior Banker will be responsible for serving clients with $20MM+ in assets, and will work closely with partners across the Bank including the Bank Sales Team, Bank Credit Team, Pledged Asset Line Support Team, Mortgage Concierge Team and Trust and Deposit service teams. Collaborating with these teams is critical to developing solutions and recommendations meeting the unique needs of UHNW clients. This role encompasses internal marketing such as office visits and client meetings as requested by FCs and their UHNW clients. The UHNW Senior Banker will also coordinate with UHNW clients’ accountants, attorneys or other professionals as needed.
Requisition ID
2020-65162
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/1/2020
Job Locations US-CO-Lone Tree
Immediate opportunity to learn and grow within our service teams.   We are champions of investors and those who serve them and are looking for additional champions to join the company as an Associate Financial Services Professional. This position will launch your professional path in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization. We are made up of a diverse workforce of skilled professionals, including individuals that are:      - considering a career change  - re-launching their career                                                                                                                                                            - new to the workforce As an Associate Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics. Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.    If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.    “Always put the client first.  No matter what.”  Charles Schwab
Requisition ID
2020-65137
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-IN-Indianapolis
We are champions of investors and those who serve them and are looking for additional champions to join our company as a Financial Services Professional. We are made up of a diverse workforce of skilled professionals that thrive on serving clients, supporting their financial goals and having meaningful conversations on investment education and market dynamics. This position will continue to further your professional development in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization.  As a Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our retail clients (individual investors) on a variety of topics. These topics could range from common customer service transactions to more complex conversations around: - Investing Principles - Trading & Market Mechanics - Account management - Customized Products & Solutions Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation. If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service to others around you, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.   “Always put the client first.  No matter what.”  Charles Schwab
Requisition ID
2020-65136
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-IN-Indianapolis
Immediate opportunity to learn and grow within our service teams.   We are champions of investors and those who serve them and are looking for additional champions to join the company as an Associate Financial Services Professional. This position will launch your professional path in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization. We are made up of a diverse workforce of skilled professionals, including individuals that are:        - considering a career change                                                                                  - re-launching their career                                                                                                                                                           - new to the workforce As an Associate Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics. Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.    If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.    “Always put the client first.  No matter what.”  Charles Schwab
Requisition ID
2020-65135
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-TX-Westlake
Immediate opportunity to learn and grow within our service teams   We are champions of investors and those who serve them and are looking for additional champions to join the company as an Associate Financial Services Professional. This position will launch your professional path in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization. We are made up of a diverse workforce of skilled professionals, including individuals that are:      - considering a career change       - re-launching their career                                                                                                                                                            - new to the workforce As an Associate Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics. Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.    If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.   “Always put the client first.  No matter what.”  Charles Schwab
Requisition ID
2020-65134
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/30/2020
Job Locations US-AZ-Phoenix
We are champions of investors and those who serve them and are looking for additional champions to join our company as a Financial Services Professional. We are made up of a diverse workforce of skilled professionals that thrive on serving clients, supporting their financial goals and having meaningful conversations on investment education and market dynamics. This position will continue to further your professional development in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization.  As a Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our retail clients (individual investors) on a variety of topics. These topics could range from common customer service transactions to more complex conversations around: - Investing Principles - Trading & Market Mechanics - Account management - Customized Products & Solutions Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation. If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service to others around you, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.   “Always put the client first.  No matter what.”  Charles Schwab  
Requisition ID
2020-65110
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix
 Immediate opportunity to learn and grow within our service teams.     We are champions of investors and those who serve them and are looking for additional champions to join the company as an Associate Financial Services Professional. This position will launch your professional path in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization. We are made up of a diverse workforce of skilled professionals, including individuals that are:        - considering a career change                                                                                  - re-launching their career                                                                                                                                                            - new to the workforce   As an Associate Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics. Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.    If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.    “Always put the client first.  No matter what.”  Charles Schwab  
Requisition ID
2020-65109
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-CO-Lone Tree
We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients. As an eServices Financial Professional you’ll have the opportunity to: - Expand the company's relationships with clients by providing a full spectrum of services through chat and email channels. - Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness. - Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model. - Gain exposure to a broad array of client scenarios, further developing your Schwab skill set. - Fully demonstrate your Schwab expertise, utilizing solid written and verbal communication to service clients, and attract new business to Schwab.
Requisition ID
2020-65107
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-IN-Indianapolis
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.  CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs.  With a focus on employee development and collaboration, we help clients and employees reach their goals.  CS&S builds loyalty with clients and employees one interaction at a time.
Requisition ID
2020-64938
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/13/2020
Job Locations US-IL-Chicago
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.  CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs.  With a focus on employee development and collaboration, we help clients and employees reach their goals.  CS&S builds loyalty with clients and employees one interaction at a time.
Requisition ID
2020-64936
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-IN-Indianapolis
Are you ready to launch your career in the Financial Services Industry?    Do you have a passion with providing a superior level of service to others?   Our Client Banking Service Professionals are at the forefront of the client experience; delivering outstanding service to the clients of Charles Schwab Bank.  You will serve as the subject matter expert on the following banking products and services; deposit accounts, online account management and bill pay, money movement, mobile banking and debit cards.  Also, you will provide technical assistance and problem resolution to clients. You will build trust and inspire confidence through exceptional service, one connection at a time.    Our investment in you and your career begins with a learning and career development experience designed to support you through various stages of training and skills development.  You will begin with a mix of instructor led classroom training and on-the-job learning (OJL) with a focus on client service and banking.   “Always put the client first.  No matter what.”  Charles Schwab
Requisition ID
2020-64859
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-TX-Westlake | US-CO-Lone Tree | US-IN-Indianapolis | US-TX-Austin
The Centralized Support Team is part of the broader Planning & Portfolio Group organization and is primarily responsible for supporting individuals and families seeking help and guidance on how to reach their financial goals. The Centralized Support Team works to connect clients and prospects with PPG professionals and partners to provide wealth management services and offers. The Centralized Support Team is responsible for a variety of activities which include but are not limited to appointment scheduling, processing client intake, handling internal and external client inquiries and assisting with ongoing managed account appropriateness requirements.
Requisition ID
2020-64719
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/17/2020
Job Locations US-CO-Lone Tree
We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients. As an eServices Financial Professional you’ll have the opportunity to: - Expand the company's relationships with clients by providing a full spectrum of services through chat and email channels. - Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness. - Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model. - Gain exposure to a broad array of client scenarios, further developing your Schwab skill set. - Fully demonstrate your Schwab expertise, utilizing solid written and verbal communication to service clients, and attract new business to Schwab.
Requisition ID
2020-64651
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-TX-Westlake
Client Banking Services (CBS) provides customer service for clients using the banking features of the Schwab One account (debit/check card, checking, BillPay) and all elements of the High Yield Investor Savings and Checking accounts. As a division of Schwab’s Client Service & Support (CS&S) organization, our goal is to provide service to retail clients while championing every client’s goals with passion and integrity. We foster an environment of engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. 
Requisition ID
2020-64475
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/1/2020
Job Locations US-VA-Richmond
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-64282
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/31/2020
Job Locations US-TX-Westlake
We are champions of investors and those who serve them and are looking for additional champions to join the company as a Global Services Representative. Schwab Global Services (SGS) is a specialized service group that serves the customer service, trading, and operational needs of both domestic and International clients who deal with securities which trade on US exchanges and exchanges outside the US. As a Global Services Representative, your role will take place in a service center taking inbound calls from our International and Domestic clients (individual investors) that are trading securities on both US and foreign exchanges. Other services you will provide include; trading Futures products for both Domestic and International clients, document translation services for internal partners, foreign language translation for clients, as well as supporting our clients within Stock Plan Services.
Requisition ID
2020-64272
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
10/30/2020
Job Locations US-TX-Westlake
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.  CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs.  With a focus on employee development and collaboration, we help clients and employees reach their goals.  CS&S builds loyalty with clients and employees one interaction at a time.
Requisition ID
2020-64073
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/13/2020
Job Locations US-TX-Westlake | US-IN-Indianapolis | US-CO-Lone Tree | US-AZ-Phoenix | US-TX-Austin
Quality Assurance is designed to build Client Loyalty through a consistent client experience in customer service. The QA group partners with leaders from across Schwab to provide coaching and feedback to representatives on their performance regarding those behaviors that build Client Loyalty. Analysts/Coaches draw upon personal experiences, professional training, and expertise to develop working relationships within the CS&S organization and to improve the client experienc
Requisition ID
2020-63956
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/1/2020
Job Locations US-TX-Westlake | US-IN-Indianapolis | US-CO-Lone Tree | US-AZ-Phoenix | US-TX-Austin
Quality Assurance is designed to build Client Loyalty through a consistent client experience in customer service. The QA group partners with leaders from across Schwab to provide coaching and feedback to representatives on their performance regarding those behaviors that build Client Loyalty. Analysts/Coaches draw upon personal experiences, professional training, and expertise to develop working relationships within the CS&S organization and to improve the client experience. 
Requisition ID
2020-63923
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/11/2020
Job Locations US-IN-Indianapolis | US-TX-Westlake
Do you have a desire to build a career in the financial services industry and ultimately become a Financial Consultant? Consider our Schwab Financial Consultant Academy   The Schwab Financial Consultant Academy is an 18 to 24-month rotational program that prepares you for a role as an Associate Financial Consultant or Financial Consultant Partner and, ultimately, for the role of Financial Consultant. With a series of steps that include learning, on-the-job experience, and mentorship, the FC Academy is designed to position you for success in the dynamic industry.   We are currently accepting applications for our upcoming 2021 FC Academy classes. 
Requisition ID
2020-63643
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/1/2020
Job Locations US-TX-Austin
As a member of the Participant Services team, you will speak with participants of employer-sponsored retirement plans by phone to provide guidance and solutions. This is a team-based environment as you have one-on-one interactions with employees of Schwab sponsored plans. The Associate will build knowledge and skills with ongoing classroom and hands-on training to become a subject matter authority on retirement products and services. Throughout your time in the role you will: - Complete a mix of instructor-led classroom training and on-the-job-learning in your first year. - Grow your knowledge of the financial services industry and Schwab’s unrivaled position. - Perform in a fast-paced, inbound service center environment representing Schwab in every interaction. - Consult with participants in retirement plans to identify needs and offer solutions. - Care enough to ask the difficult questions knowing that just one question, the right question, can change a participant’s future. - Work toward career advancement and development opportunities.
Requisition ID
2020-62026
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
11/1/2020

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