Specialist, Global Service Representative(Bilingual in Mandarin, and/or Spanish)
Company: Charles Schwab
Location: Grapevine
Posted on: September 17, 2023
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Job Description:
Position Type: Regular 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. What you
have Required Qualifications: In additional to English, must be
able to read, write, and speak in Mandarin and/or Cantonese or
Spanish* 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 preferred Preferably 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 guidelines A passion to continually learn, growing your
knowledge in 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 environmentWhat'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.
Keywords: Charles Schwab, Grapevine , Specialist, Global Service Representative(Bilingual in Mandarin, and/or Spanish), Sales , Grapevine, Texas
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