Grow Your Career: From Client Service & Support to Finance and Tech.
By: Beau H., Sr Content Manager
At Schwab, a role in Client Service & Support (CS&S) is more than just a job – it’s the start of something bigger. Whether you’re answering client calls, guiding individuals through complex transactions, or helping them navigate the tools and resources available to them, you’re doing more than supporting a financial services organization. You’re building skills, earning licenses, and developing a client-first mindset that can take your career in any direction you choose.
In fact, for many Schwabbies, CS&S has been a launchpad to long-term career growth in areas like financial planning, investment consulting, leadership, and even technology. The experience gained here—problem solving, active listening, product knowledge, and an unwavering commitment to service—lays the foundation for future success.
View current Client Service & Support opportunities
In Part 1 of our “Client Service & Support Career Growth Stories” series, we met Schwabbies who transitioned into leadership and financial consulting roles. In this second installment, we spotlight two professionals who took their CS&S experience in entirely new directions: Finance and Technology. Their stories show how Schwab’s commitment to internal mobility and employee development opens doors across the firm.
Q&A with Chad L., Sr. Specialist – BTS Third Party Management
Chad’s Schwab journey began just over three years ago on the core phone lines in CS&S. Like many new Schwabbies, he started by helping clients navigate their accounts and solve everyday challenges. But Chad quickly saw the potential to grow. He became a licensed broker, joined the Active Trader team, and eventually transitioned into Enterprise Finance. Today, he works in Banking and Trust Services (BTS).
His path reflects our belief that client service builds the kind of skills (like communication, attention to detail, and risk awareness) that are essential in every part of our business.
How would you describe your department and role?
Chad: “Banking and Trust Services supports Schwab clients with a variety of banking products, including checking, savings, securities-based lending, mortgages, and personal trust solutions. Within that, my team manages internal and external relationships related to the operational oversight of those services.”
What’s your day-to-day look like?
Chad: “I manage the Shared Employee program, which ensures compliance with regulations and internal controls for employees working across multiple Schwab entities. It’s a role that requires constant coordination, attention to detail, and a strong understanding of how different parts of the business connect.”
How did CS&S help shape your career?
Chad: “CS&S gave me direct insight into how Schwab supports clients and how the business operates at a detailed level. I learned to solve problems, communicate clearly, and understand risk—all of which are essential in my current role and will be in any future role as well.”
Chad’s journey is a powerful example of how CS&S can serve as a launchpad into more specialized areas of the firm. His ability to navigate complex regulatory environments and manage cross-functional relationships stems directly from the skills he built in client service. And as we continue to evolve our banking and trust offerings, Chad’s experience positions him to make a meaningful impact.
Q&A with Spencer J., Sr. Product Owner – Treasury, Schwab Technology Services
Spencer’s career at Schwab spans eight years and multiple departments. He began as a core broker, then moved to eServices as a chat representative, followed by a role in Quality Assurance. From there, he transitioned into Schwab Technology Services, where he’s held roles as a Business Systems Analyst, data engineer, and now product owner within Treasury.
His journey reflects Schwab’s culture of career mobility and continuous learning. Spencer didn’t just change roles—he changed disciplines, moving from client-facing work to technical strategy and product development.
How would you describe your department and role?
Spencer: “Schwab’s Treasury manages the firm’s cash, which plays a huge role in our overall financial success. Treasury decisions impact capital, liquidity, and profitability—three things always in balance. My role as a product owner ensures that our technical investments support these goals while keeping our clients and firm secure.”
What’s your day-to-day look like?
Spencer: “As a product owner, I act as the liaison between technical and business teams. I’m in constant communication with executives, developers, and stakeholders to prioritize work, ensure alignment, and manage the backlog of technical tasks that drive business outcomes.”
How did CS&S help shape your career?
Spencer: “CS&S taught me to put the client first—something that’s just as important in technology as it is in client service. It also helped me build the financial knowledge that made me a strong fit for Treasury. Understanding the client experience helps me design better systems and solutions for our internal users and clients alike.”
Spencer’s transition from CS&S to Technology Services shows how Schwab empowers employees to follow their interests and grow their expertise. His ability to bridge business needs with technical solutions is rooted in his early experience listening to clients, solving problems, and learning how Schwab’s systems work from the ground up.
Building a Career, Not Just a Job
Chad and Spencer’s journeys reflect something we see across Schwab: when you start in Client Service & Support, you’re not just answering calls—you’re building a foundation in financial knowledge, developing technical fluency, and gaining exposure to the many ways Schwab serves its clients.
Whether you’re drawn to the precision of finance or the innovation of technology, Schwab’s culture of growth, mentorship, and internal mobility is designed to help you explore what’s possible. The skills you build in CS&S—problem-solving, communication, and client-first thinking—are transferable across departments and disciplines.
And at Schwab, you’re never navigating your career alone. From day one, you’ll be part of a team that invests in your success—with access to training, coaching, and opportunities that help you grow into the next version of your career.
Ready to Grow with Us?
If you’re looking for a client service role that’s more than just a job—if you want to do meaningful work, develop new skills, and chart your path in financial services—then Schwab is the place for you. Our Client Service & Support roles are built for people who want to grow, and we’re here to support you every step of the way.
Stay tuned for Part 3 of our Beyond Client Service & Support series, where we’ll highlight Schwabbies who took their CS&S experience into leadership and operations.
(0425-FPFW)