Trader Service Specialist
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Our Trader Service team is known for delivering exceptional experiences—and has been recognized as the industry’s top online broker for more than a decade. As an Inbound Trader Service Specialist, you’ll help clients navigate their trading and retirement accounts with confidence. Using your ability to listen deeply and uncover client needs, you will support approximately 30–40 inbound client calls per day, guiding investors through trading concepts, account questions, and platform navigation with clarity and care. You’ll also grow your own expertise through Schwab’s robust, highly respected learning programs, gaining deep knowledge in equities, foreign exchange, and derivatives (options and futures).
If you’re someone who loves helping others, thrives in a learning rich environment, and wants to build a meaningful career in the trading industry, this is a place where you can grow, contribute, and make a difference.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
NOTE: This position is based in Chicago and has a June 15th, 2026, start date.
What you have
Requirements:
- Series 7 and 63 licenses required or to be obtained as a condition of employment through Schwab’s formal paid training.
We believe great service starts with the right mindset and skills. Successful candidates demonstrate:
- A passion for creating positive client experiences in a fast‑paced, call‑center‑like environment through attentive listening, clear communication, and guiding clients through complex situations with patience and professionalism.
- The ability to learn new concepts and systems, approaches problems thoughtfully by asking questions, following a step‑by‑step process, recognizing basic patterns or risks, and working within established guidelines.
Preferred Qualifications:
- Eager to learn financial markets and trading concepts, with a strong interest in strategies, products, and building expertise in equities, FX, options, and futures.
- Previous customer service or client relationship experience.
#Campus
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Requirements:
- Series 7 and 63 licenses required or to be obtained as a condition of employment through Schwab’s formal paid training.
We believe great service starts with the right mindset and skills. Successful candidates demonstrate:
- A passion for creating positive client experiences in a fast‑paced, call‑center‑like environment through attentive listening, clear communication, and guiding clients through complex situations with patience and professionalism.
- The ability to learn new concepts and systems, approaches problems thoughtfully by asking questions, following a step‑by‑step process, recognizing basic patterns or risks, and working within established guidelines.
Preferred Qualifications:
- Eager to learn financial markets and trading concepts, with a strong interest in strategies, products, and building expertise in equities, FX, options, and futures.
- Previous customer service or client relationship experience.
#Campus
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.