At Schwab, we believe exceptional service and great value should go hand in hand. That’s why we put clients first in everything we do. Every day, we’re dedicated to providing a smarter, more modern way to build and manage wealth. Our purpose is simple: to help clients achieve their goals while building lasting relationships along the way. If you share our passion for service and thrive in a collaborative environment, discover how our teams help you create meaningful client experiences and grow professionally.
Client Service & Support.
Client Service & Support (CS&S) is the primary service and trading team for our Investor Services org. We provide service to retail customers to fulfill our purpose of championing every client’s goals with passion and integrity. In CS&S, we have a strong focus on employee development and collaboration. Through comprehensive training, mentorship, and client-centric innovation, our service professionals are empowered to transform clients’ lives while growing in their own careers.
Learn more about our customer service team
Frontline Service Teams.
Our Frontline Service Teams work directly with clients on a wide range of requests and serve as our first level of support. Here, you’ll assist with anything from password resets, to educating clients on trading strategies and retirement choices.
Teams include: Core Service, Client Banking Services, Trader Service, 529 Service Team, Schwab Private Client Services, Managed Investing Services, Retirement Plan Services and Stock Plan Services.
Learn how Miranda B. elevated her career as a Brokerage Specialist in Trader Services.
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Specialized Support Teams.
Our Specialized Support Teams work with customers, internal representatives from the Frontlines, and internal business partners. Here, you’ll work to become a subject matter expert and serve as the second level of contact.
Teams include: Client Advocacy Team, Client Banking Services Solutions, Client Technical Support, Escalation Support, Partner Support, Supervisor Hotline, and Trade Risk and Resolution.
Discover how Gio gained her financial licenses and accepted a position in Client Banking Services.
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Planning and Strategy Teams.
Our Planning and Strategy Teams are non-client facing groups that work to support our mission and vision through strategy implementation and project management. Here, you’ll help internal teams with planning needs, reporting, recognition, and more.
Teams include: Integration and Effectiveness, Service and Talent Readiness, Strategy and Transformation, Investor Services Strategy and Implementation, Transformational Support Team, and Workforce Optimization Program Management.
Operations.
In operations, the only constant is change and we embrace it by leveraging data, automation, and proactive problem-solving to optimize processes and free our employees to focus on meaningful work. So, whether you’re working as an Operations Specialist or Asset Transfer Services Specialist, each role contributes to exceptional client experiences by supporting essential functions like asset transfers, trade settlements, account maintenance, and more. If you’re looking for a dynamic, high-impact career where your contributions truly matter, Operations at Schwab is the place for you.
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In CS&S, entry level associates are expected to fulfill a 2-year service commitment before transferring departments. To best support your career growth, it’s important that this time is dedicated to learning finance, training, and gaining licensure. With a focus on career development and collaboration, we help clients and employees reach their goals. To learn more about your journey and how you’ll be supported, check out what it’s like to participate in our Schwab Service Academy and become a Financial Services Representative! |
"As the first point of contact for many clients, the influence CS&S professionals have is invaluable and my experience there has set the stage for every role I've had since. As a people leader, I wouldn't be the manager I am today if I didn't lead in CS&S, getting to coach both new and tenured representatives in their development. This has translated to every leadership role I've had since."
Colleen E.
Sr Manager, Financial Planner
Read Colleen's full story
Why Schwab Service?
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Training.
Prepare for success from day one with learning and development opportunities provided throughout your service career. -
Collaboration.
Engage in a team environment where sharing knowledge and ideas helps us win together. -
Coaching.
Receive one-on-one coaching and real-time development with leaders who foster your success. -
Exploration.
Discover exciting career paths and receive guidance to help identify the role that best suits you.
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Innovation.
Work for an industry disruptor in the service, technology, and financial field. -
Flexibility.
For qualifying positions, choose from a variety of scheduling options based on your unique needs.