Specialist, Trader Service - International Client Services (Spanish Required)

About the role

This role is eligible for bonus and language incentive opportunities. The International Trader Service organization at Schwab has been recognized as the best online broker for the last 10 years. We are client-focused and aim to be the most trusted trade desk on the street.

Responsibilities

• Work with brokerage clients as the subject matter expert in equities and derivatives (options & futures)
• Handle complex client trades, offering an accelerated growth trajectory
• Collaborate with a diverse workforce in various stages of their careers, including career changers and individuals re-entering the workforce

Requirements

• Series 7 and 63 licenses (obtainable as Condition of Employment)
• Series 3 license (obtainable 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 in trading and client interaction
• 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
• Experience in customer service, client support, and problem resolution
• 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

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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