Join Schwab as a Senior Specialist in Global Investing Services and empower clients to trade in foreign markets. Enjoy a collaborative environment focused on continuous learning and exceptional service, while benefiting from a competitive package that supports your professional growth.
Key Responsibilities
Assist clients 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, client support and problem resolution skills
Proven analytical skills
Strong trading or familiarity of the securities industry
Benefits & Perks
Base salary + annual bonus401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance