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Charles Schwab Specialist, Global Services Representative in Westlake, Texas

Your Opportunity

We are champions of investors and those who serve them and are looking for additional champions to join the company as a Global Services Representative. Schwab Global Services (SGS) is a specialized service group that serves the customer service, trading, and operational needs of both domestic and International clients who deal with securities which trade on US exchanges and exchanges outside the US.

As a Global Services Representative, your role will take place in a service center taking inbound calls from our International and Domestic clients (individual investors) that are trading securities on both US and foreign exchanges. Other services you will provide include; trading Futures products for both Domestic and International clients, document translation services for internal partners, foreign language translation for clients, as well as supporting our clients within Stock Plan Services.

What you are good at

While in this role you will provide world class service in the areas of trading (US and Foreign Exchanges) and Operations support. This position provides the opportunity to utilize a combination of previous customer support experience, trading skills, and knowledge of financial and economic foreign markets in a high call volume environment. In this role, you will be encouraged to manage efficiency and client happiness.

What you have

  • We are a 24 x 6 call center, second and third shifts are detailed below:

  • Second shift ends anywhere between 9 pm and 12 am; + 10% shift premium pay

  • Third shift ends anywhere between 1 am and 7 am; + 20% shift premium pay

  • Foreign language proficiency (Mandarin, Cantonese, and Spanish)

  • Interest in obtaining FINRA series 7 & 63 licenses. There is a condition of employment that you will obtain the FINRA Series 7 & 63 licenses

  • A passion to continually learn, growing your knowledge in the area of personal finance, US and foreign markets

  • Ability to establish trust and rapport with clients over the phone

  • Excellent interpersonal and written skills with a strong customer service focus are essential

  • Resilience to help achieve client happiness in a fast-paced call environment

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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees:

: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment 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.

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Job Locations US-TX-Westlake

Requisition ID 2020-64272

Posted Date 1 month ago (10/23/2020 10:30 AM)

Category Customer Service/Client Service