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Specialist, Global Service Representative(Bilingual in Mandarin, and/or Spanish)

Company: Charles Schwab
Location: Grapevine
Posted on: September 17, 2023

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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