Our Service roles embrace the approach of seeing everything through the client’s eyes. We prepare our service professionals for success by providing the best tools, knowledge, and access to leaders who will cultivate their ability to earn the trust and loyalty of our clients. The service career path is aimed at creating a tailored path for each individual to build their business intuition and service development while providing world-class service for our clients.
Your Opportunities
Advisor Customer and Trading (ACT)
As a Relationship Specialist, you will be speaking with Registered Independent Advisors and providing them with operational support to help them run and grow their business.
Client Service and Support (CS&S)
As a Financial Services Representative, you will be an ambassador of Schwab helping to educate and solve problems for individual investors.
Learn more about our customer service team!
Retirement Plan Services (RPS)
As a Participant Services Associate, you will speak with individuals that participate in an employer-sponsored retirement plan administered by Schwab to help them take ownership of their financial future.
Schwab Service roles might require FINRA licensing. We offer several opportunities to join Schwab without FINRA licensing, but if required, we do provide training to help you prepare for the FINRA Exams.
"What l love most about the culture at Schwab is the people. Knowing that I’m surrounded each and every day by different perspectives, diversity, and individuals who all want to have an impact on our clients makes this an incredible place to be and an incredible place to build my career – and it’s why I feel like I’ve been so successful up to this point."
Our commitment to building an inclusive environment where everyone feels valued is part of what sets us apart. There are four key pillars to our approach:
For more information, visit our Diversity and Inclusion page
Our purpose is to champion every client's goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society.
