Global Services Representative
2 weeks ago
At Charles Schwab, we're seeking a highly skilled Global Services Representative to join our team. As a key member of our global services team, you will be responsible for providing exceptional service to international and domestic clients with all their service and trading needs.
Key Responsibilities:
- Service international and domestic clients with a full range of service and trading needs
- Work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds, and options
- Complete document translation services for internal partners and service clients in foreign languages as needed
- Support clients in evening and overnight shifts within Stock Plan Services
Requirements:
- Must be able to read, write, and speak in Spanish or Chinese/Mandarin
- FINRA Series 7 and 63 licenses required or a condition of employment to successfully obtain these licenses within the allotted training time
- 1-2 years of experience in Client Service, Financial Services, and/or Brokerage Services with an emphasis in trading and engaging with clients in a proactive and consultative manner
What We Offer:
- A competitive salary range and bonus or incentive opportunities
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
- A supportive culture and focus on employee development and growth
About Charles Schwab:
We're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on employee development mean you'll get the tools you need to make a positive difference in the finance industry.
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