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Margin Services, Sr. Specialist

Charles Schwab

Chicago, IL, United States Full-time July 06, 2026
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Vacancy Description

**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.

_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 locations_ .

Margin Services protects the firm from risk exposure by monitoring accounts to ensure compliance with FINRA, SRO and Schwab rules and regulations. Margin Services imposes trading restrictions on accounts for trade settlement violations. Margin Services reviews money due, stock due and various risk reports. We handle inquiries from both internal and external clients regarding buying power, funds available and day trading.

**What you’ll do:**

This role is responsible for resolving margin-related matters for internal and external clients, monitoring and addressing mar...

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