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 on both US and foreign exchanges. You will work in a collaborative, fast-paced environment, to assist with trading Futures products for both Domestic and International 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 haveRequired Qualifications:
FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.Preferred Qualifications:
Bilingual in Spanish, Cantonese, or Mandarin preferred Preferably 1-2 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, 5 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 guidelinesA passion to continually learn, growing your knowledge in personal financeAbility to establish trust and rapport with clients over the phoneExcellent interpersonal and written skills with a strong customer service focus are essentialResilience 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.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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