Specialist, Global Services Representative-Multichannel
Company
Charles Schwab
Location
Phoenix, AZ
Type
Full Time
Job Description
Salary: USD $42,400 - $60,000 / Year
Your opportunity
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.
As an international Global Serrvice Representative, your interactions with clients will be via phone, chat and email. You will work in a collaborative, fast-paced environment, to assist our international clients with customer service and trading. The relationships that you create and uphold will have direct impacts as you aid our clients to "Own their tomorrow".
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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What you have
Required Qualifications:
- FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time
- Outstanding customer service experience
- Well-developed and effective writing skills to establish trust and rapport with clients through written communication
Preferred Qualifications:
- Ability to engage clients via concurrent chats as well as email and phone
- Bilingual in Spanish, Cantonese, or Mandarin preferred
- Preferably 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
- Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
- Excellent interpersonal and written skills with a strong customer service focus are essential
- This department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.
- A passion to continually learn, growing your knowledge in personal finance
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Date Posted
01/21/2025
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