Participant Services Specialist – Stock Plan Support
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.
Bring your passion for helping people and making a difference. At Schwab, our service team helps participants take ownership of their financial future. Youdon’tneed afinancebackground. What matters is your commitment to serving others and eagerness to learn.
As a Participant Service Professional,you’llanswer inbound calls from stock plan participants, providing clear, empathetic guidance and personalized solutions.You’lleducateparticipantson their stock plans,assistwithtransactions foroptions, restricted stock, ESPPs, andmore,empowering them to make informed decisions.
Through structured training, coaching, and hands-on experience,you’llbuildexpertisein financial services and gain skills for a rewarding career.We’llsupport you from day one with paid traininginthe Schwab Service Academy, helping you earn your SIE and FINRA Series 7 & 63 licenses.
Ifyou’reready to make an impact and grow your career, your journey starts here.
What you have
What you have
We believe great service starts with the right mindset and skills.Successful candidates are required to have
- Genuine passion for helping clients and creating positive experiences.
- Strong communicationskills to convey information clearly and build trust.
- Openness to feedback with a growth mindset.
- Confident, clear problem-solving abilities.
- Empathy in understanding and responding to client needs.
- High attention to detail and accuracy in every interaction.
- Ability to work collaboratively and adapt to change.
- Availability to work on-site Monday–Friday, 8:00 AM–4:30 PM during Schwab’s training program.
- Flexibility to work various shifts after training, Monday–Friday between 7:00 AM–9:00 PM ET.
Preferred Qualificationsinclude
- FINRA Series 7, 63 preferred or must be obtained as a condition of employment.
- Previouscustomer service and/or client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
What you have
We believe great service starts with the right mindset and skills. Successful candidates are required to have
- Genuine passion for helping clients and creating positive experiences.
- Strong communication skills to convey information clearly and build trust.
- Openness to feedback with a growth mindset.
- Confident, clear problem-solving abilities.
- Empathy in understanding and responding to client needs.
- High attention to detail and accuracy in every interaction.
- Ability to work collaboratively and adapt to change.
- Availability to work on-site Monday–Friday, 8:00 AM–4:30 PM during Schwab’s training program.
- Flexibility to work various shifts after training, Monday–Friday between 7:00 AM–9:00 PM ET.
Preferred Qualifications include
- FINRA Series 7, 63 preferred or must be obtained as a condition of employment.
- Previous customer service and/or client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.