Sr. Specialist, CS&S Trader Electronic Communication

Your opportunity We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Trader Service Chat Sr. Specialist, you'll leverage your trading expertise and passion for client service to support active trader clients through both chat and trade desk interactions. Acting as a trusted resource on equities, options, margin, and trading platforms, you'll help clients navigate market opportunities while delivering an exceptional service experience. Your ability to communicate complex trading concepts clearly and accurately will contribute to Schwab's reputation as one of the most trusted firms in the industry. In this role, you'll have the opportunity to deepen your trading knowledge, expand your expertise across Schwab's platforms and tools, and collaborate with experienced professionals who are passionate about helping clients achieve their financial goals. If you enjoy solving problems, educating clients, and thriving in a fast-paced trading environment, this may be the ideal opportunity for you. What you have To ensure that we have fulfilled our promise of challenging the status quo, this role has specific qualifications that successful candidates should have. Required Qualifications Active Series 7 and 63 licenses required 1-2 years of experience in Client Service, Financial Services and/or Brokerage ServicesGeneral knowledge of the securities industry, including equities, options, and trading conceptsPrevious experience supporting clients through a trade desk, trading phone line, or chat-based environmentPrior experience utilizing Schwab systems and supporting trade-related activitiesStrong professionalism, integrity, and ethical decision-making skillsPositive attitude, enthusiasm, and commitment to delivering an exceptional client experienceStrong communication skills with the ability to confidently educate and support clients Preferred Qualifications Bachelor's degree or equivalent work experienceThree to five years of experience in trading, brokerage, or financial servicesPrevious experience servicing active trader clients within an online brokerage environmentAdvanced knowledge of: Equity Trading, Equity & Index Options, Regulation T (Reg T) Margin, Intraday Margin, Thinkorswim platforms (web, desktop, and mobile)Proficient knowledge of: Complex Options Strategies, Options Greeks, Technical Analysis, Futures, Foreign Exchange (Forex), Portfolio ManagementIntroductory knowledge of: Options on Futures, Portfolio MarginStrong analytical, communication, and client service skills with the ability to manage risk, solve problems, and thrive in a fast-paced trading environment. 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 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