Sr Specialist, Core Service ECG - International 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.

As an International Services ECG Senior 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 have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required:

• Must have high professional level to Read/Write in English and/or Spanish and/or Chinese (Simplified)
• Current and active FINRA Series 7, 63 licenses
• High level experience in ECG with both chats/emails
• A desire to coach/supervise/support your team.
• Can illustrate ability to leverage and teach edge model for client interactions/coaching.
• Top tier ECG stats for self and desire/experience in helping others raise theirs.
• Flexible and able to work early morning hours (possible shift start at 06:00AM ET).
• Able to lead meetings/huddles, with a desire to help increase team engagement.
• 3+ years of experience in Schwab Client facing customer service roles.
• Experience working with International Clients.

Preferred:

• Current or working towards becoming Series 9/10 Licensed.
• Experience in working with High Net Worth clients to help satisfy their service needs.
• 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.