Specialist, Global Services Representative

Company: Charles Schwab
Location: The Colony
Posted on: September 15, 2023

Job Description:

Position Type: Regular Your 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. We are champions of investors and those who serve them and are looking for additional champions to join the company as a Global Services Representative. Schwab Global Services (SGS) is a specialized service group that serves the customer service, trading, and operational needs of both domestic and International clients who deal with securities which trade on US exchanges and exchanges outside the US. As a Global Services Representative, your role will take place in a service center taking inbound calls from our International and Domestic clients (individual investors) that are trading securities on both US and foreign exchanges. Other services you will provide include; trading Futures 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. While in this role you will provide world class service in the areas of trading (US and Foreign Exchanges) and Operations support. This position provides the opportunity to utilize a combination of previous customer support experience, trading skills, and knowledge of financial and economic foreign markets in a high call volume environment. In this role, you will be encouraged to manage efficiency and client happiness. What you have

• Must be able to read, write, and speak in Mandarin and/or Cantonese or Spanish
• Series 7 and 63 licensure required, Series 9-10 preferred
• Must have experience with Global Services processes and systems either as an assocaite or contractor
• Paid training and support provided to help you obtain FINRA Series 7 & 63 licenses
• Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services, preferably trading, interacting with clients in a proactive and consultative manner. - interacting 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.
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• We are a 24 x 6 call center, first shift available, second and third shifts are detailed below:
• Second shift ends anywhere between 6:00 pm and 11:59pm; + 10% shift premium pay
• Third shift ends anywhere between 12:00 am and 6:00 am; + 15% shift premium pay
• A passion to continually learn, growing your knowledge in the area of 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.

Keywords: Charles Schwab, The Colony , Specialist, Global Services Representative, Sales , The Colony, Texas