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Financial Services Professional
2 months ago
We are seeking a highly skilled and motivated Global Services Representative to join our team at Charles Schwab. As a Global Services Representative, you will be responsible for providing exceptional service to international and domestic clients, handling a full range of service and trading needs.
Key Responsibilities- Service international and domestic clients with all aspects 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
- 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
- FINRA Series 9-10 license preferred
- 3-5 years of experience in Client Service, Financial Services, and/or Brokerage Services with an emphasis on 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
- Shift flexibility is highly preferred due to the 24/7 operation of the department
- 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 and grow 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
- Resilience to help achieve client happiness in a fast-paced call environment
- A competitive salary range
- Eligibility for bonus or incentive opportunities
- A comprehensive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and more
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven culture, focus on development, and flexible work options mean you'll have the tools you need to make a positive difference in the finance industry.
