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职位Charles Schwab

Trader Service Specialist

Charles Schwab

Trader Service Specialist

Charles Schwab

Chicago, IL

·

On-site

·

Full-time

·

1d ago

Pay range:

USD $29.75 - $29.75 / Hour

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.

Our Trader Service team is known for delivering exceptional experiences-and has been recognized as the industry's top online broker for more than a decade. As an Inbound Trader Service Specialist, you'll help clients navigate their trading and retirement accounts with confidence. Using your ability to listen deeply and uncover client needs, you will support approximately 30-40 inbound client calls per day, guiding investors through trading concepts, account questions, and platform navigation with clarity and care. You'll also grow your own expertise through Schwab's robust, highly respected learning programs, gaining deep knowledge in equities, foreign exchange, and derivatives (options and futures).

If you're someone who loves helping others, thrives in a learning rich environment, and wants to build a meaningful career in the trading industry, this is a place where you can grow, contribute, and make a difference.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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

What you have Requirements:

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

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:

  • 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.

#Campus

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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关于Charles Schwab

Charles Schwab

Charles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.

10,001+

员工数

Westlake

总部位置

$134B

企业估值

评价

4.3

10条评价

工作生活平衡

4.2

薪酬

3.8

企业文化

4.1

职业发展

3.2

管理层

4.4

78%

推荐给朋友

优点

Supportive management

Great work-life balance and flexibility

Excellent benefits and pay

缺点

Slow promotion and limited career advancement

Demanding work hours and fast-paced environment

Bureaucratic processes

薪资范围

29个数据点

Mid/L4

Senior/L5

Mid/L4 · MANAGER, IT PRODUCT MANAGEMENT

2份报告

$171,000

年薪总额

基本工资

$140,000

股票

-

奖金

-

$171,000

$171,000

面试经验

7次面试

难度

3.0

/ 5

时长

14-28周

录用率

28%

体验

正面 14%

中性 58%

负面 28%

面试流程

1

Phone Screen

2

Interview

3

Background Check

常见问题

Phone Interview

Recruiter Screening

Technical Assessment