Sr Specialist, CS&S Trader Service

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.

Shift details: Sunday 5:00pm-12:00am, Monday-Thursday 3:00pm-12:00am ET

Our 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 Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, foreign exchange, and derivatives (options & futures). Working on the 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. 

What you have

Required Qualifications:

• Series 7 and 63 licenses 
• 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner

Preferred Qualifications:

• Series 9/10 valued but not required
• Series 3 license (can be obtained as Condition of Employment)
• Series 34 license (can be obtained as Condition of Employment)
• Takes initiative and thrives in a fast-paced, independent environment
• Access to a reliable internet connection
• 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
• Ability to deliver a heightened client experience utilizing an advanced client dialog model
• 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
• Ability to serve as a peer mentor and role model to less tenured and less knowledgeable peers

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.