Sr Specialist, Trader Service - 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(s).

Our International Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as an Inbound International Trader Service Senior Specialist where you will work with brokerage clients as the subject matter expert in equitie, and derivatives (options & futures). Working on the first and second shift, you’ll have increased exposure to complex client trades, offering an accelerated growth trajectory.

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

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required:

• Series 7, 63, 66, 3, 34, 9 and 10 licenses required
• 5 years of experience Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
• Bilingual in Chinese Mandarin language proficiency at a native level, with the ability to communicate clearly, professionally, and accurately in both spoken and written correspondence with clients and internal business partners.
• A desire to learn and quickly progress through to Trader 3
• At least 1 year experience in support the development of new and existing representatives by acting as a mentor and resource.
• At least 1 year experience in conducting call reviews and provide meaningful coaching and feedback to peers.

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