Specialist, Trader Service - International Client Services (Spanish Required)
Pay range
Required Qualifications
- Series 7 and 63 licenses (can be obtained as Condition of Employment)
- Series 3 license (can be obtained as Condition of Employment)
- Ability to write, read, and communicate in Spanish and English
Preferred Qualifications
- 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
- Series 9/10 valued but not required
- Series 34 license
- Takes initiative and thrives in a fast-paced, independent environment
- A desire to learn and quickly progress through to Trader 3
- Bachelor's Degree
- Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
- Current or previous contact center experience
- Ability to deliver a heightened client experience utilizing an advanced client dialog model
- Previous experience in customer service, client support and problem resolution skills
- Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- Strong trading or familiarity with the securities industry and an understanding of options and equities
- Ability to serve as a peer mentor and role model to less tenured and less knowledgeable peers
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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
Not included in the source posting: about the role, what you'll do, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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