Charles Schwab Global Services Rep. - Westlake, TX in Westlake, Texas

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s 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 ‘own your tomorrow’ 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. These would include clients from the Branches, Active Trader Overlay, Client Services and Advisor Services. 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. 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.

What you’ll do:

This role is responsible for providing service to all clients trading securities on exchanges outside of the U.S. 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. 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. In this role, candidates would be expected to manage business areas including productivity and client satisfaction.

What 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 language fluency preferred with a need focusing on Spanish, Mandarin, Cantonese and Vietnamese.

  • At least one year of trading experience or prior foreign trading experience required.

  • A strong desire to learn more about foreign markets and securities.

  • A solid understanding of the foreign equity markets and economics is essential.

  • Knowledge of rules around international clients’ investing in the US, the various jurisdictional, regulatory and product restrictions preferred

  • Excellent interpersonal and writing skills and a customer service focus are essential.

  • Must be self-motivated and have the ability to prioritize responsibilities in a fast-paced environment.

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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

Learn more about Life@Schwab at" .

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.

Position Located In: TX - Westlake