Specialist, Core Service ECG, Int'l Client 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.

As an International Services ECG Specialist, you will take inbound chats and secure messages from international (non-US residents) and domestic clients with all a full range of service and trading 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 and your teammates 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:

• Current and active FINRA Series 7 / 63 licenses.
• Read and write at professional level English.
• Minimum 2 years of experience working with Genesys in ECG/eServices, including MCT experience.
• Minimum 1 year of experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.
• Flexible and able to work on chats / secure messages as business needs change.
• Illustrated ability to leverage EDGE conversation model to maximize client satisfaction.
• Demonstrated excellence in key ECG performance indicators.
• High level risk awareness by identifying written complaint language hidden in interactions.
• Active contributor in meetings/Teams chat, with a desire to help increase team engagement.
• Available shift for this role is 2:40-11:10pm CT.

Preferred:

• 5+ years of experience in client facing customer service roles.
• 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 satisfaction in a fast-paced environment.

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