Sr Specialist, LICENSED Global Investment Services Representative
Company: Charles Schwab
Location: Glendale
Posted on: January 26, 2023
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Job Description:
Position Type: Regular Your Opportunity 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 trading 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, Advisor Services, Schwab Wealth Advisory,
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. What
you are good at This role is responsible for providing service to
any clients 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. In addition to the salary range, this
role is also eligible for bonus or incentive opportunities. What
you have --- Active Series 7, 63 license required. Series 9/10 or
Series 3 license preferred.--- At least 3 years of trading
experience or relevant experience.--- Provide primary service and
support to all clients at an advanced level. Able to handle highly
complex issues. --- Accepts full ownership of client issues,
resolves to completion and shares any best practices learned with
peers; sets 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.--- Bachelor's degree or equivalent
experience preferred.--- Advanced knowledge of trading, foreign
markets, economics, risk management and is able 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. Why work for us? Own
Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.Benefits: A competitive and flexible
package designed to empower you for today and tomorrow. We offer a
competitive and flexible package designed to help you make the most
of your life at work and at home-today and in the future. Explore
further .Schwab is committed to building a diverse and inclusive
workplace where everyone feels valued. As an Equal Opportunity
Employer, our policy is to provide equal employment opportunities
to all employees and applicants without regard to any status that
is protected by law. Please click here to see the policy. Schwab is
an affirmative action employer, focused on advancing women, racial
and ethnic minorities, veterans, and individuals with disabilities
in the workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an
Equal Opportunity Employer. At TD Ameritrade we believe People
Matter. We value diversity and believe that it goes beyond all
protected classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Glendale , Sr Specialist, LICENSED Global Investment Services Representative, Sales , Glendale, Arizona
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