Trader service specialist

Position Type: RegularNOTE: This position is based in Chicago and has a June 15th, 2026, start date.

Requirements: Series 7 and 63 licenses required or to be obtained as a condition of employment through Schwab's formal paid training.

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.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