Trader Service Specialist

2 weeks ago


Northbrook, United States Charles Schwab Full time
Position Type: RegularYour 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.

 

NOTE: This position has a July 29th, 2024 start date and NOT available for 100% remote work.

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


  • Northbrook, IL, 60065, Lake County, IL, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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...

  • Benefits Specialist

    4 weeks ago


    Northbrook, United States Underwriters Laboratories Full time

    This role is HYBRID, on-site 3 days a week at the Northbrook, IL Office. The role of a Benefits Service Specialist is to provide top-quality service to employees about their benefits inquiries and related processes. Provides expertise and solutions a Benefits Specialist, Benefits, Specialist, Service Desk, Technology, Administrative

  • Operations Specialist

    4 weeks ago


    Northbrook, United States The Judson Group Full time

    Judson Group has partnered with a growing, well-respected $2B RIA in Northbrook in the search for an Operations Specialist. The Operations Specialist is responsible for supporting the operational and technology needs of the firm. The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting...

  • Billing Specialist

    3 weeks ago


    Northbrook, United States Josselyn Full time

    Job DescriptionThe Billing Specialist is responsible for executing the essential recurring tasks of the billing department.Essential Responsibilities and MetricsVerifies client insurance within 24 hours of receipt.Sets client fees and explains financial responsibility.Creates daily billing report for reception detailing copays due at time of service.Posts...

  • Benefits Specialist

    2 days ago


    Northbrook, United States UL Solutions Full time

    This role is HYBRID, on-site 3 days a week at the Northbrook, IL Office. The role of a Benefits Service Specialist is to provide top-quality service to employees about their benefits inquiries and related processes. Provides expertise and solutions as an answer to employees’ requests regarding benefits and ensures effective communication through the HR...

  • Benefits Specialist

    5 days ago


    Northbrook, United States UL Solutions Full time

    This role is HYBRID, on-site 3 days a week at the Northbrook, IL Office. The role of a Benefits Service Specialist is to provide top-quality service to employees about their benefits inquiries and related processes. Provides expertise and solutions as an answer to employees requests regarding benefits and ensures effective communication through the HR...

  • Benefits Specialist

    6 days ago


    Northbrook, United States UL Solutions Full time

    This role is HYBRID, on-site 3 days a week at the Northbrook, IL Office. The role of a Benefits Service Specialist is to provide top-quality service to employees about their benefits inquiries and related processes. Provides expertise and solutions as an answer to employees’ requests regarding benefits and ensures effective communication through the HR...

  • IT Specialist

    3 weeks ago


    Northbrook, Illinois, United States Above Lending Full time

    Above Lending is seeking a highly motivated IT Specialist with 2-3 years of experience or industry best practice certifications, such as the Google IT Support Certification, to join our growing IT support team. As our entry-level IT support role, they will be responsible for providing technical assistance and support to our team in Northbrook IL, with also a...


  • Northbrook, Illinois, United States Savvas Learning Full time

    Senior Sourcing SpecialistUnited States * Virtual Req #1678Friday, April 26, 2024Savvas Learning Company is a global education company that produces award-winning learning solutions that empower educators and engage students with the highest quality content. Recognized as an industry leader, we serve millions of K-12 learners with innovative,...


  • Northbrook, United States Barilla Full time

    Barilla is an Italian family-owned food company. Established in 1877, its now an international Group present in more than 100 countries. A world leader in the markets of pasta and readytouse sauces in continental Europe, bakery products in Italy and crispbread in Scandinavia, the Barilla Group is recognized worldwide as a symbol of Italian knowhow. Good for...


  • Northbrook, United States USA Vein Clinics, Vascular, Fibroid and Oncology Centers Full time

    The Managed Care Specialist partners with the Manager of Contracting and Payor Relations on the implementation of payor strategy, focusing on payor operations, client services, and process improvement. This role ensures resolution of payor issues received from the field, leadership, or other internal departments, tracking of opportunities, and continual...


  • Northbrook, United States USA Vein Clinics, Vascular, Fibroid and Oncology Centers Full time

    The Managed Care Specialist partners with the Manager of Contracting and Payor Relations on the implementation of payor strategy, focusing on payor operations, client services, and process improvement. This role ensures resolution of payor issues received from the field, leadership, or other internal departments, tracking of opportunities, and continual...


  • Northbrook, United States USA Clinics Group Full time

    USA Clinics Group is looking for an organized and motivated individual to join the team as our newest **Medical Insurance Verification/ Authorization Specialist! **This position performs the function of obtaining referrals, and/or authorizations prior to the service date for test, procedures, and admissions into the clinics. **Responsibilities** - Reviews...


  • Northbrook, United States Barilla Group Full time

    Barilla is an Italian family-owned food company. Established in 1877, it's now an international Group present in more than 100 countries. A world leader in the markets of pasta and ready-to-use sauces in continental Europe, bakery products in Italy and crispbread in Scandinavia, the Barilla Group is recognized worldwide as a symbol of Italian...


  • Northbrook, United States Barilla America Full time

    Barilla is an Italian family-owned food company. Established in 1877, it's now an international Group present in more than 100 countries. A world leader in the markets of pasta and ready-to-use sauces in continental Europe, bakery products in Italy and crispbread in Scandinavia, the Barilla Group is recognized worldwide as a symbol of Italian know-how. "Good...


  • Northbrook, United States NICL Laboratories Full time

    **Benefits**: - Health insurance - Dental insurance - Retirement plan - Paid time off This Company Describes Its Culture as: - Detail-oriented -- quality and precision-focused - Team-oriented -- cooperative and collaborative Schedule: - Monday to Friday Typical end time: - 5PM Typical start time: - 9AM Work Location: In person


  • Northbrook, United States LaMarco Systems Inc Full time

    Lamarco Systems, Inc is looking for an experienced Fire Alarm Systems Specialist responsible for Installing, servicing, programming, inspecting, testing, and performing preventative maintenance on Edwards / EST fire alarm systems. Our customers range from small businesses to large residential and industrial complexes. **Responsibilities**: - Become an...


  • Northbrook, United States UL Full time

    Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City and state must be separated by a comma followed by a space (e.g., Houston, TX ) As a Senior Customer Marketing Specialist you will be instrumental in UL Solutions efforts in delighting and engaging our existing customer base. This role will...

  • Billing Specialist

    3 weeks ago


    Northbrook, IL, United States Josselyn Full time

    Job Description The Billing Specialist is responsible for executing the essential recurring tasks of the billing department. Essential Responsibilities and Metrics Verifies client insurance within 24 hours of receipt. Sets client fees and explains financial responsibility. Creates daily billing report for reception detailing copays due at time of...


  • Northbrook, United States REI (Recreational Equipment Inc.) Full time

    Overview: Come shape the future of the outdoors REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a love of the outdoors. When you work for the co-op, you do your best work with the support to live your best life. And you play a part in shaping the future of the...