Sr Specialist, LICENSED Global Investment Services Representative

Company: Charles Schwab
Location: Glendale
Posted on: January 26, 2023

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