What are the responsibilities and job description for the Specialist, Global Services Representative-Multichannel position at Charles Schwab Inc.?
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.
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
