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Specialist, Global Financial Services Representative (Bilingual In Mandarin, And / Or Spanish)

Company

Charles Schwab
Address , Orlando, Fl
Employment type
Salary $46,000 - $60,000 a year
Expires 2023-06-18
Posted at 1 year ago
Job Description

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, first shift available, second and third shifts are detailed below:
  • Third shift ends anywhere between 12:00 am and 6:00 am; + 15% shift premium pay
  • Excellent interpersonal and written skills with a strong customer service focus are essential
  • Second shift ends anywhere between 6:00 pm and 11:59pm; + 10% shift premium pay
  • Paid training and support provided to help you obtain FINRA Series 7 & 63 licenses
  • Preferably 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. – interacting 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.
  • Resilience to help achieve client happiness in a fast-paced call environment
  • A passion to continually learn, growing your knowledge in the area of personal finance, US and foreign markets
  • Series 7 and 63 licensure required, Series 9-10 preferred
  • Ability to establish trust and rapport with clients over the phone
  • Must be able to read, write, and speak in Mandarin and/or Cantonese or Spanish
  • Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines

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.

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.