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CS
Charles Schwab
Participant Services Specialist Stock Plan Support
Entry-Level JobVerifiedNo experience needed
Career Insights for Customer Service Representative (General)
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Scorecard
Based on Colorado data
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What they do
A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.
$38,311 / year median in Colorado
-10% projected decline
Job Description
Lone Tree, CO Requisition
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 Qualifications include 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
ID 2026-125048
Category Customer Service / Client Service Position type Regular Pay range USD $29.94 - $34.99 / Hour Application deadline 2026-08-21 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 Qualifications include 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