Sr Specialist, Margin Services

Sr Specialist, Margin Services Charles Schwab - 3.9 Lone Tree, CO Job Details $24.66 - $47.07 an hour 12 hours ago Benefits Paid parental leave Employee stock purchase plan Health insurance Dental insurance 401(k) Tuition reimbursement Adoption assistance Parental leave Vision insurance 401(k) matching Sabbatical Qualifications Customer communication Financial data reconciliation Series 7 Series 63 Full Job Description Lone Tree, CO ; Chicago, IL ; Westlake, TX ; Omaha, NE Requisition

ID 2026-123375

Category Operations Position type Regular Pay range USD $24.66 - $47.07 / Hour Application deadline 2026-07-03 Your opportunity

Our Opportunity:

Margin Services protects the firm from risk exposure by monitoring accounts to ensure compliance with FINRA, SRO and Schwab rules and regulations. Margin Services imposes trading restrictions on accounts for trade settlement violations. Margin services reviews money due, stock due and various risk reports. We handle inquiries from both internal and external clients regarding buying power, funds available and day trading. What you'll do: Resolve margin-related issues with both internal and external clients. Monitor and resolve margin calls, resolution of debit balances and short positions. Explain and industry rules, regulations and policies. Enforce regulations and restrictions. Analyze credit, trade, cashiering reports to mitigate risk. Take inbound telephone calls from internal employees, external clients, and make outbound calls as appropriate. What you have What you have: Required qualifications Strong verbal and written communication skills. Excellent customer service skills. Strong reconciliation skills and diligence in researching problem accounts. Interested individuals should have a basic working knowledge of margin rules and formulas. Solid knowledge of balance, position, and transaction systems. Candidates must be flexible and comfortable with changing work duties. Strong organizational skills, attention to detail, and ability to multitask are critical. Ability to deliver complex information while maintaining a positive client experience. Work well in a collaborative team environment. Series 7 and 63 licenses required. 2yearsSchwab experience or related industry experience 2+ years. Preferred qualifications Trading experience 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

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Facebook LinkedIn X Email Eligible Schwabbies receive Medical, dental and vision benefits 401(k) and employee stock purchase plans Tuition reimbursement to keep developing your career Paid parental leave and adoption/family building benefits Sabbatical leave available after five years of employment