Manager, Global Investing Services

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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

Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in investing in stocks that trade on exchanges outside the U.S. as well as foreign currencies.  GIS has daily interactions from virtually every customer contact area of Schwab (branches, retail, AS, SWA, etc.) and works to promote an outstanding client experience as it relates to all facets of their international equity investments.  GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries. Other services provided include document translation services for internal partners and foreign language support for clients. GIS provides full support for Stock Plan Services and futures accounts during after-hours periods.

This role is responsible for providing service to any client residing outside the U.S. or any client trading securities on exchanges outside of the U.S.  We strive to provide outstanding customer service in a wide range of areas including but not limited to trading and operations follow-up on foreign securities.  We are the primary service group for clients living outside the U.S. for their investment and service needs. We manage client interactions via telephone, email and chat utilizing the one-call resolution model.

What you are good at:

• Provide primary service and support to all clients at an advanced level. Able to handle highly complex issues.
• Accepts full ownership of client issues, resolving to completion and sharing best practices learned with peers and setting proper client expectations.
• Consistently works to improve processes, procedures and crafts solutions that enhance the client experience.
• Outstanding and consistent attention to detail and accuracy in all work.
• Demonstrates strong leadership skills and is a self-starter, leads by example, takes initiative while sharing and collaborating with peers and management.
• Excellent time management, efficiency and prioritization skills that maximize productivity.
• Possesses a leader mentality and is consistently seeking out areas for self-improvement and ways to further contribute to building the business and serving our clients.
• Fosters strong and productive relationships that serve the team and our clients.
• Advanced familiarity with relevant regulation, procedures and policies and can serve as a resource for other towards compliance.
• Deep knowledge and proficiency of Schwab systems, platforms, applications and tools utilized in the service of our clients and is a resource for others.
• High level knowledge of Schwab’s broad product and service offering, match them effectively to client needs and share this with others.
• Exhibits strong proficiency and knowledge on a broad array of service and operational issues.

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:

• Active Series 7, 63 and 9/10 license required. 
• At least 5 years of trading experience with foreign stocks, currencies and markets is required.
• Advanced knowledge of trading, foreign markets, economics, risk management and the ability to discuss such topics at the client’s level.
• Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context and accuracy.

Preferred:

• Series 3 license preferred.
• Bachelor’s degree or equivalent experience preferred.
• Fluency in Spanish, Cantonese or Mandarin preferred.

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