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
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.   As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.   Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent, fee-based investment advisors. We’re looking for individuals excited about helping advisors grow successful businesses through a proactive service focused approach.
Requisition ID
2021-76732
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/17/2021
Job Locations US-CO-Lone Tree | US-CA-Other | US-AZ-Phoenix | US-TX-Austin | US-TX-Westlake | US-CA-San Francisco | US-OH-Richfield | US-IL-Chicago
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. 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 efficiently. Client Services provides training and mentorship 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.   *Will consider nationwide talent as workplace flexibility is available to include partial or permanent remote.
Requisition ID
2021-76710
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
1/10/2022
Job Locations US-AZ-Phoenix | US-TX-Austin | US-TX-Westlake
Retirement Business Services (RBS), a division within Schwab Advisor Services, provides trust, custody, trading, and technical services through the Business Trust Division of Charles Schwab Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies. RBS is growing rapidly by providing retirement plan trust and custody services to Independent Recordkeepers (Recordkeepers), Registered Investment Advisors (Advisor) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships.   Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. - Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. - Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. *Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.
Requisition ID
2021-76638
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2021
Job Locations US-CO-Lone Tree | US-TX-Austin | US-TX-Westlake | US-AZ-Phoenix | US-CA-Other | US-OH-Richfield
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.    *Position can be based in Phoenix, Austin, Richfield, OH, Westlake, TX or permanent remote.
Requisition ID
2021-76601
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
1/10/2022
Job Locations US-AZ-Phoenix
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 one interaction at a time.
Requisition ID
2021-76580
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/11/2021
Job Locations US-AZ-Phoenix
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 CS&S Technical Help Desk responds to escalated technical inquiries from internal and external clients regarding online access and navigation of website, systems and accounts.  Additionally, we support identity theft and fraud prevention typically related to online access attempts via our electronic channels.  We assist in fully authenticating clients and protecting client and company assets.  Our goal is to execute the balance of being productive and efficient while delivering exceptional client service and first contact resolution.    Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021. - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. - Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. - Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.
Requisition ID
2021-76049
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/6/2021
Job Locations US-CA-Other | US-TX-Austin | US-CO-Lone Tree | US-AZ-Phoenix | US-TX-Westlake | US-OH-Richfield
Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.   Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.
Requisition ID
2021-76010
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/20/2021
Job Locations US-CA-Other | US-TX-Austin | US-CO-Centennial | US-AZ-Phoenix | US-OH-Richfield | US-TX-Westlake
Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.   Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.
Requisition ID
2021-76009
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/20/2021
Job Locations US-OH-Richfield | US-NE-Omaha | US-AZ-Phoenix
Corporate Brokerage Retirement Services (CBRS) helps companies, and their employees manage brokerage-related products and services in their retirement plans. CBRS is growing rapidly by providing an industry leading platform to better serve the retirement plan needs of Plan Sponsors, Participants, Third-Party Administrators (TPAs) and Investment Advisors.   As an Institutional Specialist, you will provide a wide range of service and operational support to CBRS clients (Plan Sponsors, Participants, TPAs and Advisors) to enhance the client experience and increase loyalty. The role involves analyzing and responding to client issues related to account management, problem resolution, money transfers, account transfers, trading resolution and/or solution-based service enhancements. The position also involves seeking out opportunities to expand existing relationships through service quality and the delivery of timely and accurate information in response to inquiries and/or service issues.   Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. - Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. - Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. *Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.
Requisition ID
2021-76000
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/8/2021
Job Locations US-AZ-Phoenix
Charles Schwab-TD Ameritrade is hiring for our Phoenix campus!  Join us for a hiring event like no other.  Hear from our leaders about our dynamic culture and our exciting Financial Services Representative opportunity. Mark your calendars for December 14th and December 15th; 12pm-6pm MT.  Register, Learn, Interview and Receive a Potential Offer-all in the Same Day!   - Tuesday, December 14th 12 pm MT: Kick-off Meeting with Leaders - Tuesday, December 14th 1-6 pm MT: Virtual Interviews  - Wednesday, December 15th 12-6 pm MT: Virtual Interviews    *1 hour interview slots and you will be scheduled by a Talent Advisor once you have registered   We are proud to have you join our 2-day Virtual Hiring Event hosted by Schwab and TD Ameritrade where you’ll hear directly from our leaders about our exciting Financial Services Representative opportunity. If you’re looking to jump start your Financial Services career and have a passion for helping clients, check out some key highlights for this event: • Company overview and Q&A session • Introductory discussion with our leaders • Same-day interview with hiring leaders • If selected, you’ll walk away with a competitive offer   Immediate opportunity to learn and grow within our service teams Charles Schwab and TD Ameritrade are champions of investors and those who serve them and are looking for additional champions to join the company as a Financial Services Representative. 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. Schwab and TD Ameritrade provide paid training for your Series 7 and 63 licenses. Why, you ask, because we believe investing in our associates is essential for investing in our future. It provides opportunities for associates to move from this role to others that match their aspirations within Schwab and TD Ameritrade, including departments like Sales, Operations, Marketing, Communications, and more. We are made up of a diverse workforce of skilled professionals so regardless of where you are at in your career, we have a spot for you. As a Financial Services Representative, you will be an ambassador of Schwab and TD Ameritrade 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. “Always put the client first. No matter what.” Charles Schwab Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. - Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
Requisition ID
2021-75833
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-OH-Richfield | US-CO-Lone Tree | US-TX-Austin | US-AZ-Phoenix
Workplace Financial Services, which is part of The Charles Schwab Corporation, meets "business-to-business" needs through Compliance Solutions, Retirement Plan Services and Stock Plan Services. Working with Schwab Retirement Plan Services means working with a trusted brand built on a culture of service, with a commitment to always put plan sponsors and their participants first. The Contract Services Team is responsible for the business review and approval of business contractual language for current clients and/or new business efforts within Schwab Retirement Plan Services.  This team also serves as the business liaison and Client Coordinator for client cybersecurity requests and documentation for Retirement Plan Services.
Requisition ID
2021-75408
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2021
Job Locations US-AZ-Phoenix | US-CO-Lone Tree | US-TX-Westlake
Workplace Financial Solutions (WFS) - Participant Services is the business to end-user (“B to C”) unit supporting Stock Plan Services. Participant Services acts as the primary service and trading arm for SPS. We provide personalized service to employees (participants) of corporate clients, who utilize Schwab SPS to administer their equity compensation plans. Participant Services is guided by our mission: “Inspiring financial growth through education and world-class service”.  Stock Plan Services is a growing and highly specialized business unit within Workplace Financial Solutions.  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
2021-75382
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/27/2021
Job Locations US-FL-Orlando | US-AZ-Phoenix
Schwab Advisor Services is the leading provider of custodial, operational and trading support for independent fee-based investment advisors. We're currently looking for a dedicated individual to help us provide financial advisors with access to sophisticated tools and wealth-management services. If you're interested in working to help grow the business of independent investment advisor firms, there's a place for you in Advisor Services.
Requisition ID
2021-75222
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/14/2021
Job Locations US-CO-Lone Tree | US-TX-Westlake | US-TX-Austin | US-AZ-Phoenix
Stock Plan Services (SPS) is a flexible, growing and highly specialized business unit within Workplace Financial Solutions (WFS) organization which works with corporations and their employees regarding their equity compensation plans.  As a Manager – High Net Worth Representative of the Executive Services Trading Team you will work directly with the Executives and Directors on the Board of Directors of SPS Corporate Clients, their Financial Advisors and Financial Consultants, as well as, the Corporate Clients’ legal teams and Stock Plan Administration contacts.  A qualified candidate must be able to effectively interact with high profile clients and safeguard material non-public and inside information.  You will assist the clients in executing transactions on their equity compensation awards and prepare filing of the SEC Rule 144 Form and preparation for filing of SEC Form 4’s.  You will also be required to partner with other groups to facilitate execution of large block trades.  Please consider applying to this role if you want to start or continue your investment career and work in the securities industry.
Requisition ID
2021-74888
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/27/2021
Job Locations US-CO-Lone Tree | US-AZ-Phoenix | US-TX-Westlake | US-CA-Other
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
2021-74881
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix
Remote Opportunities   Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. - Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. - Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. *Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees   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
2021-74600
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix
Remote Opportunities    Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. - Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. - Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. *Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.”   We are champions of investors and those who serve them and are looking for additional champions to join our company as a Licensed Financial Services Representative. 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 Licensed Financial Services Representative, 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
2021-74599
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix
RemoteOpportunities    Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. - Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. - Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs and individual circumstances. *Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.   Immediate opportunity to learn and grow within our service teams Charles Schwab and TD Ameritrade are champions of investors and those who serve them and are looking for additional champions to join the company as a Financial Services Representative. 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. Schwab and TD Ameritrade provide paid training for your Series 7 and 63 licenses. Why, you ask, because we believe investing in our associates is essential for investing in our future. It provides opportunities for associates to move from this role to others that match their aspirations within Schwab and TD Ameritrade, including departments like Sales, Operations, Marketing, Communications, and more. We are made up of a diverse workforce of skilled professionals so regardless of where you are at in your career, we have a spot for you. As a Financial Services Representative, you will be an ambassador of Schwab and TD Ameritrade 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. “Always put the client first. No matter what.” Charles Schwab
Requisition ID
2021-74598
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix | US-TX-Westlake | US-CO-Lone Tree
The Client Advocacy Team (CAT) is responsible for handling escalated client issues from all areas of the Firm, including Field Management and the Executive Offices. The team acts as the centralized response and reporting system for written complaints and escalated verbal grievances that could not be resolved at the point of contact. The Client Advocacy Team acts as an advocate for our clients and will consult with internal business partners to help resolve client escalations and retain client relationships. 
Requisition ID
2021-74593
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/17/2021
Job Locations US-CO-Lone Tree | US-AZ-Phoenix | US-TX-Westlake | US-CA-Other
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
2021-74503
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix | US-TX-Westlake | US-CA-Other
Remote Opportunities    Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.   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
2021-73834
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix | US-TX-Westlake | US-CA-Other
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
2021-72870
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix
Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We're currently looking for dedicated individuals like you to help us provide financial advisors with access to tools and wealth-management services. If you're interested in working to help grow the business of independent investment advisor firms, there's a place for you in Advisor Services.
Requisition ID
2021-72447
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/17/2021
Job Locations US-AZ-Phoenix | US-IL-Chicago | US-IN-Indianapolis | US-TX-Westlake | 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
Requisition ID
2021-72126
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/6/2021
Job Locations US-AZ-Phoenix
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
2021-72061
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/6/2021
Job Locations US-CO-Lone Tree | US-CA-Other | US-TX-Austin | US-AZ-Phoenix | US-TX-Westlake | US-OH-Richfield
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.    *Position can be based in Phoenix, Austin, Westlake, TX or permanent remote.
Requisition ID
2021-72044
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
1/4/2022
Job Locations US-TX-Westlake | US-CO-Lone Tree | US-AZ-Phoenix | US-IN-Indianapolis
Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.   We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.  People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you’ve come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.
Requisition ID
2021-71518
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-TX-Westlake | US-CO-Lone Tree | US-IN-Indianapolis | US-AZ-Phoenix
Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.   We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.  People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you’ve come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.
Requisition ID
2021-71517
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-TX-Westlake | US-CO-Lone Tree | US-AZ-Phoenix | US-TX-Austin | US-IN-Indianapolis | US-IL-Chicago
Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.   We are champions of investors and are looking for other advocates to join our team as Active Trader Services Specialists working with our most active brokerage clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.  People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you’ve come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.
Requisition ID
2021-71515
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-TX-Westlake | US-CO-Lone Tree | US-AZ-Phoenix | US-IN-Indianapolis | US-TX-Austin
Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.   We are champions of investors and are looking for other advocates to join our team as Active Trader Services Specialists working with our most active brokerage clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.  People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you’ve come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.
Requisition ID
2021-71513
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix
Remote Opportunities   Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. - Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. - Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. *Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.   Are you ready to launch your career in the Financial Services Industry?   Do you have a passion for providing a superior level of service to others?   Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms.  The AS service teams add value to advisory firms across the country by providing exceptional client service and support.   We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive.  We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals. RIAs and their clients are at the center of everything we do.   What is a Registered Investment Advisor (RIA)? An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.
Requisition ID
2021-70292
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-AZ-Phoenix
Remote Opportunities   Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. - Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* - When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. - Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. *Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.   Are you ready to launch your career in the Financial Services Industry?   Do you have a passion for providing a superior level of service to others?   Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms.  The AS service teams add value to advisory firms across the country by providing exceptional client service and support.   We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive.  We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals. RIAs and their clients are at the center of everything we do.   What is a Registered Investment Advisor (RIA)? An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.
Requisition ID
2021-68684
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-TX-Westlake | US-AZ-Phoenix | US-CO-Lone Tree | US-FL-Orlando
Charles Schwab Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. In partnership with ACT, Schwab Alliance provides premium services for clients of independent financial advisors. The services provide practical financial tools and resources and a dedicated service team to complement the advisor-client relationship.    Alliance’s vision is to act as a liaison for the Financial Advisor, enhancing their client product and service offering by leveraging the scale of Schwab. Brokerage Service Specialists carry out that vision by working in small, highly collaborative teams that consistently strive to provide a positive experience in every client interaction.
Requisition ID
2021-68481
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/14/2021

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