Sr Specialist, Global Investing Services

The Charles Schwab Corporation; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Job summary

The Charles Schwab Corporation in Phoenix, AZ is seeking a Global Investing Sr. Specialist to support clients trading in foreign markets and grow their careers within a top financial services firm.

This role emphasizes client service, market knowledge, and strong analytical skills; Series 7 and 63 licenses are required, with Series 9-10 preferred.

Qualifications

• Required qualifications include Series 7 and 63 licenses and 3–5 years of client service experience in financial/brokerage services.
• Preferred qualifications include Series 9-10 and a strong passion for trading and market topics.
• Proven ability to discuss trading topics with clients and understand equities and risk mitigation.

Skills

Series 7 & 63 licenses

Client Service experience

Trading knowledge

Contact center experience

Securities industry knowledge

Analytical skills

Education

Bachelor's Degree

Job description

Your Opportunity

At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us \"challenge the status quo\" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us \"challenge the status quo\" and transform the finance industry together. We're seeking Global Investing Sr. Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm.

In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab's domestic and international clients who trade on exchanges outside of the U.S.

We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.

Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.

What you have

To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Series 7 and 63 licensesrequired


• 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner

Preferred Qualifications:

• Series 9-10 preferred


• 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


• Previous experience in customer service, client support and problem resolution skills


• 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 of the securities industry with understanding of equities

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. 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