Electronic Communications Specialist - Client & Markets

Socket.dev; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Bonus or incentive opportunities

Job summary

Charles Schwab in Westlake, TX is seeking a Dedicated Electronic Communications Group Specialist to help private client services investors and new clients with their first steps, via phone, live chat or email. You will provide market insight and one-on-one assistance to navigate markets, with a focus on unbiased guidance and introductory research on current conditions.

The role develops skills in fundamental and technical trading, securities mechanics, and wealth management concepts, with

Qualifications

• Series 7 and 63 or 66 required.
• Experience in financial services or brokerage services is required.
• Willingness to acquire additional licenses (66 or 9/10) is a plus.
• Advanced communication and relationship-building skills.
• Ability to discuss trading topics with clients and mitigate risk.

Responsibilities

• Provide market insight and one-on-one assistance to clients.
• Assist via phone, live chat and email with market questions.
• Support private client services investors and new clients on onboarding and guidance.
• Expand knowledge on wealth management topics and trading concepts.
• Collaborate with team to ensure high-quality client service.

Skills

Series 7

Series 63/66

Financial services experience

Client service excellence

Strong communication skills

Job description

Charles Schwab in Westlake, TX is seeking a Dedicated Electronic Communications Group Specialist to help private client services investors and new clients with their first steps, via phone, live chat or email. You will provide market insight and one-on-one assistance to navigate markets, with a focus on unbiased guidance and introductory research on current conditions.

The role develops skills in fundamental and technical trading, securities mechanics, and wealth management concepts, with