Welcome page Returning Candidate? Log in Bilingual Global Service Specialist(Spanish or Chinese/Mandarin Required) Job Locations US-AZ-Phoenix Requisition ID 2024-104095 Posted Date 14 hours ago(9/30/2024 3:15 PM) Category Customer Service/Client Service Salary Range USD $49500.00 - $55500.00 / Year Application deadline 10/21/2024 Your Opportunity

As a Global Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”

 

NOTE: This position is based in Phoenix, AZ and available for a Hybrid schedule post training. 

What you have

Required Qualifications:

Must be able to read, write, and speak in Spanish or Chinese/Mandarin.FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.

Preferred Qualifications:

FINRA Series 9-10 license preferredPreferably 3-5 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.This department operates 24hrs a day, 6 days a week, so shift flexibility is highly preferred.Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelinesA passion to continually learn, growing your knowledge in personal finance, US and foreign marketsAbility to establish trust and rapport with clients over the phoneExcellent interpersonal and written skills with a strong customer service focus are essentialResilience to help achieve client happiness in a fast-paced call environment

In addition to the salary range, this role is also 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 flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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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.   Application FAQs

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