Sr Specialist, Core Service ECG, Int'l Client Services
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.
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).
As an International Services ECG Sr Specialist, you will take inbound chats and secure messages from global (non-US residents) and domestic clients with a full range of service, trading, and language service needs. You will work on a collaborative, growing team in a fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The Specialist role will also include sharing your trading, service, and professional knowledge with the team in various formal and informal settings. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.”
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Must have high professional level to both read and write in English AND Spanish or Chinese
- Current and active FINRA Series 7, 63 licenses
- Licensed Series 9/10
- A desire to coach/supervise/support your team.
- Ability to correspond with clients through electronic communications.
- Can illustrate ability to leverage edge model for client interactions/coaching.
- Experience in coaching and/or training.
- Flexible and able to work on emails/chats/calls whenever needed.
- High level risk awareness by identifying CAT escalations hidden in chats or emails.
- Able to lead meetings/huiddles, with a desire to help increase team engagement.
- This team operates from 06:00am – 11:59pm ET, 5 days a week, so shift flexibility to help support our business needs and/or your teammates’ PTO requests is essential.
Preferred Qualifications:
- Experience working with International Clients.
- Excels in ECG statistics (Production, Concurrency, AHT, etc.).
- 2 years of experience working with ECG/eServices/MCT
- 5+ years of experience in Client facing customer service roles.
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- A passion to continually learn and teach your knowledge of personal finance, US and foreign markets, and the needs of our diverse international client base.
- Resilience to help achieve client happiness in a fast-paced environment
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance