Global Services Specialist

Global Services Specialist Location Hybrid remote in Westlake, TX :

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.

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.

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

• Must be able to read, write, and speak in Mandarin and/or Cantonese or Spanish
• Must have experience with the Global Services processes and systems either as an associate or contractor
• SIE required; must currently hold and be active
• Series 7 and 63 licensure required but paid training and support provided to help you obtain FINRA Series 7 & 63 licenses
• Series 9 and 10 licensure preferred
• 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.
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• We are a 24 x 6 call center, first shift available, second and third shifts are detailed below:
• Second shift ends anywhere between 6:00 pm and 11:59pm; + 10% shift premium pay
• Third shift ends anywhere between 12:00 am and 6:00 am; + 15% shift premium pay
• 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

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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