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.

Orlando: 1958 Summit Park Dr, Orlando FL 32810Westlake: 3000 Schwab Way, Westlake, TX  76262Austin: 11800 Schwab Way, Austin, TX 78758

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. 

The Manager – AWS Trading Services representatives acts as a subject matter expert and assists registered investment advisors with all aspects of trading including but not limited to: ETFs, options, foreign securities, allocations, and trade corrections.

This position involves directly covering existing advisors and clients via inbound/outbound calls and e-mails on a real time basis with the trading and technology issues that they encounter.

Responsibilities:

Direct client interface through the reception of inbound calls from RIAs and end clientsProcess equity and option trades via phoneReview and resolve any trade and/or allocation issues that result from Schwab Advisor CenterCover trades for advisor errorsReviews and process liquidate and transfer instructions, faxed trades, and worthless security removalsProcess foreign, complex option orders, and not held trades for advisors and work directly with market centers to ensure proper executionEducate, acclimate and support advisors on entering trades and allocating through our proprietary trading software (Schwab Advisor Center, iRebal, thinkpipes and FIX) enabling them to become self-sufficient in these areasWhat you have

Required minimum skills and qualifications include:

Bachelor’s degree or equivalent professional experience 2–3 years of financial services and client service experience Active Series 7 and Series 63 licenses Proficiency with Microsoft Word, Excel, and Outlook Hands‑on experience with equity, stock, and options trading Exceptional communication and active listening skills Ability to quickly build rapport with advisors and clients, accurately assess needs, and clearly articulate solutions Demonstrated ability to work independently with strong attention to detail, urgency, and accuracy Proven capability to prioritize tasks and perform effectively under pressure Highly self‑motivated and committed to delivering excellent client service Working knowledge of risk management concepts and the ability to assess exposure for large or complex trades Understanding of securities regulations, basic corporate actions, reorganizations, and general market mechanic
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 Apply Save job