Licensed Financial Client Service Specialist (Series 7/63)

Charles Schwab Corporation; Austin (TX); Hybride; USD 42 000 - 65 000; Plein temps

Résumé du poste

Charles Schwab Corporation in Austin, TX, is seeking a Licensed Financial Client Service Representative to support domestic and international clients with trading and account servicing needs.

The role involves handling stocks, ETFs, mutual funds and options, delivering service via phone, chat or email, and collaborating with internal teams to translate documents and service clients in foreign languages as needed.

Qualifications

• Series 7 and 63 licenses are required.
• Strong communication skills to build trust with clients.
• Able to work a structured schedule including pre-determined lunch/break times.
• Positive attitude, professionalism, and high integrity.
• Willingness to learn in a fast-paced environment.

Connaissances

Series 7

Series 63

Communication skills

Structured schedule

Integrity & ethics

Formation

Bachelor’s degree preferred

Description du poste

Charles Schwab Corporation in Austin, TX, is seeking a Licensed Financial Client Service Representative to support domestic and international clients with trading and account servicing needs.

The role involves handling stocks, ETFs, mutual funds and options, delivering service via phone, chat or email, and collaborating with internal teams to translate documents and service clients in foreign languages as needed.