Specialist, Global Services Representative

and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.

• Bilingual in Spanish, Cantonese, or Mandarin

Preferred Qualifications:

• Preferably 1-2 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, 5 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

• 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 environment

In addition to the salary range, this role is 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 purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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