Global services Rep. - Westlake, TX - Military veterans preferredCharles Schwab & Co., Inc - Westlake, TX
\t\t Description: Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616Keith Andrew Vogel20171207-6134We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of \u2018own your tomorrow\u2019 every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:Schwab Global Services is a specialized service group that serves the trading, customer service, and operational needs of both domestic and international clients who deal with securities which trade on exchanges outside the US as well foreign currencies.\u00a0 These would include clients from the Branches, Active Trader Overlay, Client Services and Advisor Services.\u00a0 SGS has daily interactions from virtually every customer contact area of Schwab and works to promote an outstanding client experience as it relates to all facets of their international equity investments.\u00a0 SGS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. SGS regularly serves clients living outside the US that have international accounts with us to provide investment, trading and operational inquiries. Other services provided include document translation services for internal partners and foreign language support for clients.\u00a0What you\u2019ll do:This role is responsible for providing service to all clients trading securities on exchanges outside of the U.S.\u00a0 The candidates selected for this position will provide outstanding customer service in a wide range of areas including but not limited to trading and operations follow-up on foreign securities.\u00a0 Additionally, this role is the primary service team for clients living outside the US for their investment and service needs. 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.\u00a0 In this role, candidates would be expected to manage business areas including productivity and client satisfaction.\u00a0\u00a0What you have:
This role is hiring for various times that include day, afternoon and overnight shifts.
Role may be filled at grade level 55 or 56, depending on experience.
Series 7 & 63 required, Series 9/10 preferred.
Foreign\u00a0language fluency preferred with a need focusing on Spanish, Mandarin,\u00a0Cantonese and Vietnamese.
At\u00a0least one year of trading experience or prior\u00a0foreign trading experience required.
A\u00a0strong desire to learn more about foreign markets and securities.
A\u00a0solid understanding of the foreign equity\u00a0markets and economics is\u00a0essential.
Knowledge of rules around international clients\u2019 investing in the US, the various jurisdictional, regulatory and product restrictions preferred
Excellent\u00a0interpersonal and writing skills and a\u00a0customer service focus are essential.
Must be self-motivated and have the ability to prioritize responsibilities in a fast-paced environment.
\u00a0What you\u2019ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
\u00a0Learn more about Life@Schwab.Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online. \t\t Job Specifications
English - spoken
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7
Relevant Work Experience:
Position Located In:
TX - Westlake
\t\t\t\t\t\t Category:Customer Service/Client Service \t\t Activation Date: Tuesday, January 9, 2018 \t\t Expiration Date: Thursday, February 1, 2018 \t\t Apply Here \t
See Job Description
8 days 23 hours ago
applyGlobal services Rep. - Westlake, TX - Military veterans preferred Charles Schwab & Co., Inc - Westlake, TX, United States
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
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