Join Charles Schwab as a Senior Specialist in Global Investing Services, where you'll empower clients in foreign market trading. Benefit from a supportive culture, robust training, and a competitive benefits package that nurtures your professional growth.
Key Responsibilities
Assist clients in trading in foreign markets
Provide outstanding service and support to clients
Engage in continuous learning about foreign trading
Required Qualifications
Series 7 and 63 licenses required
3-5 years of experience in Client Service, Financial Services and/or Brokerage Services
Preferred Qualifications
Series 9-10 preferred
Bachelor’s Degree
Passion for trading and market knowledge
Current or previous contact center experience
Previous experience in customer service and client support
Proven analytical skills
Strong trading knowledge or familiarity with the securities industry
Benefits & Perks
Base salary + annual bonus401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and a 4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance