Full-Time

Specialist

Global Services Representative-Multichannel

Posted on 1/27/2025

Charles Schwab

Charles Schwab

Junior, Mid

Phoenix, AZ, USA

Category
Financial Planning and Analysis (FP&A)
Sales & Trading
Finance & Banking
Required Skills
Customer Service

You match the following Charles Schwab's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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
Desired 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

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Headquarters

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INACTIVE