Trader Service Specialist

2 weeks ago

Chicago IL, United States Charles Schwab Full time
Position Type: Regular 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.

Our Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as an Inbound Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, foreign exchange, and derivatives (options & futures). We’re seeking professionals who enjoy assisting others as they trade in the financial markets and want to grow their career with a top financial services firm.

Our team consists of a  diverse  workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.

What you have

Required Qualifications:

  • Series 7 and 63 licenses required or can be obtained as a condition of employment
  • 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services

Preferred Qualifications:

  • Bachelor’s degree
  • Current or previous contact center experience
  • Previous experience in customer service, client support and problem resolution skills
  • Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
  • Strong trading experience, or familiarity with the securities industry and an understanding of options and equities


What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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