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Sr Specialist, Global Investing Services

Charles Schwab

Westlake, OH
29 days ago

Job Description

Join Charles Schwab as a Senior Specialist in Global Investing Services, where you'll empower clients trading in foreign markets while enhancing your own career. Enjoy a collaborative environment with a focus on continuous learning and a world-class training program.

Key Responsibilities

  • Assist clients trading in foreign markets
  • Provide outstanding service to clients
  • Grow trading knowledge and skills
  • Support Schwab’s domestic and international clients

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
  • 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 and volunteering4-week sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance