Sr. Specialist – Global Investing Services
| Company | Charles Schwab |
|---|---|
| Location | Orlando, FL, USA, Indianapolis, IN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Series 7 and 63 licenses required
- 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
Responsibilities
- Assist clients as they trade in foreign markets
- Provide outstanding service to clients
- Discuss trading topics and appropriate solutions with clients
- Mitigate risk and adhere to trading accuracy while following policies, procedures, and guidelines
Preferred Qualifications
- Series 9-10 preferred
- 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