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Specialist, Global Services Representative

2 months ago

WESTLAKE, 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.

 

As a Global Services Representative, your interactions with clients will be phone based with our International and Domestic clients (individual investors) that are trading securities in the US market. You will work in a collaborative, fast-paced environment, to assist with trading products for both Domestic and International clients, document translation services for internal partners, foreign language translation for clients, as well as supporting our clients within Stock Plan Services. The relationships that you create and uphold will have direct impacts as you aid our clients to “Own their tomorrow”.

What you have

Required Qualifications:

  • FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
  • Must have experience with Schwab’s international client processes and systems either as a contractor or associate

Preferred Qualifications:

  • Ability to read, write, and speak in Spanish or Chinese strongly preferred 
  • FINRA Series 9-10 license preferred
  • Experience with Schwab International processes and clients either as a contractor or associate. 
  • Preferably 2-4 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
  • Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
  • This department operates 24hrs a day, 6 days a week, so shift flexibility is highly preferred.
  • Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
  • A passion to continually learn, growing your knowledge in personal finance, US and foreign markets
  • Ability to establish trust and rapport with clients over the phone
  • Excellent interpersonal and written skills with a strong customer service focus are essential
  • Resilience to help achieve client happiness in a fast-paced call environment

In addition to the salary range, this role is eligible for bonus or incentive opportunities.


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