Participant services specialist – stock plan support

Position Type: RegularRequired QualificationsAbility to work full time on-site during Schwab's training program, followed by a hybrid work schedule.

Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability.Preferred QualificationsFINRA 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 Ability to adapt to changes in the market and business Robust communication, influencing and client engagement skills Passion for service and developing client relationships Current knowledge or motivation to learn about equity compensation Strong organizational skills and ability to quickly navigate through resources Ability to strategically prioritize a variety of objectives Shown success navigating multiple computer applicationsIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance