Charles Schwab International Account Solutions Representative in Phoenix, Arizona
Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
Erika Jessica Pullem
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 at http://www.aboutschwab.com/about/leadership/charles_schwab 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.
The International Account Solutions team in Phoenix, AZ is a team within Operational Services Account Solutions servicing clients around the world. International Account Solutions provides operations and customer service support to international clients and internal partners to help grow and service our existing client base.
What you’ll do:
The ideal candidate will be tasked with supporting all functions performed by International Account Solutions. This role will require expertise in the new account opening process for both Retail and Institutional clients. Demonstrated customer service skills, proven problem resolution skills, negotiation skills, identifying business opportunity potential and strong general market knowledge. Candidates must have the ability to identify and control risk exposure to Schwab and clients. To be able to work cohesively in a team environment while accurately and efficiently assisting clients and internal partners. The ideal candidate will need to be flexible and have the ability to multi- task and embrace change.
What you have:
Series 7, 63, 9/10 preferred (Series 7 required for Specialist Level and all 4 licenses required for Sr. Specialist Level)
3 – 5 years financial industry experience, international experience preferred
Excellent verbal and written communication skills
Experience working with investment advisors preferred
Bachelor’s degree or equivalent experience
Customer service skills and experience working with regulatory or risk issues
Strong organizational skills, ability to prioritize and coordinate multiple processes/projects.
Effective analytical skills and problem solving skills.
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 10, FINRA Series 9
Relevant Work Experience: Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, International-less than 2 yrs, Trading-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, International-6+ yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, International-2-5 yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs, Financial Services-6+ yrs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Position Located In: AZ - Phoenix
Job Type: Full Time
Category:Brokerage Operations & Trading
Activation Date: Monday, September 11, 2017
Expiration Date: Wednesday, September 27, 2017