Specialist, Trader Service - International Client Services (Mandarin/Cantonese/Spanish)
About The Position
In addition to the salary range, this role is eligible for a bonus and language incentive opportunities. 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 believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Our International Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as an Inbound International Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures). Working on the first and second shift, you’ll have increased exposure to complex client trades, offering an accelerated growth trajectory. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.
Requirements
- Series 7 and 63 licenses
- Series 3 license (can be obtained as Condition of Employment)
- Bilingual in Spanish or Mandarin or Cantonese (Writing, Reading and Speaking)
Nice To Haves
- 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
- Series 9/10 valued but not required
- Series 34 license
- Takes initiative and thrives in a fast-paced, independent environment
- A desire to learn and quickly progress through to Trader 3
- Bachelor’s Degree
- Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
- Current or previous contact center experience
- Previous experience in customer service, client support and problem resolution skills
- Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- Strong trading or familiarity with the securities industry and an understanding of options and equities
Responsibilities
- Work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures).
- Provide an outstanding level of service to others.
- Deliver a heightened client experience utilizing an advanced client dialog model.
- Serve as a peer mentor and role model to less tenured and less knowledgeable peers.
Benefits
- Bonus opportunities
- Language incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
