Sr Specialist, 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(s).

In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab’s domestic and international clients who trade on exchanges outside of the U.S.

We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication. 

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
• 3 years 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 and 10 licenses
• 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
• 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 of the securities industry with understanding of equities

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