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Specialist, Global Financial Services Representative (Bilingual in Mandarin, and / or Cantonese and

Company: Careerbuilder-US
Location: Berkeley
Posted on: January 18, 2023

Job Description:

Position Type: Regular Your OpportunityWe are champions of investors and those who serve them and are looking for additional champions to join the company as a Global Services Representative. Schwab Global Services (SGS) is a specialized service group that serves the customer service, trading, and operational needs of both domestic and International clients who deal with securities which trade on US exchanges and exchanges outside the US.As a Global Services Representative, your role will take place in a service center taking inbound calls from our International and Domestic clients (individual investors) that are trading securities on both US and foreign exchanges. Other services you will provide include; trading Futures products for both Domestic and International clients, document translation services for internal partners, foreign language translation for clients, as well as supporting our clients within Stock Plan Services.What you are good atWhile in this role you will provide world class service in the areas of trading (US and Foreign Exchanges) and Operations support. This position provides the opportunity to utilize a combination of previous customer support experience, trading skills, and knowledge of financial and economic foreign markets in a high call volume environment. In this role, you will be encouraged to manage efficiency and client happiness.-In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What you haveForeign language proficiency required in Mandarin and/or Cantonese (write, read, typing)We are a 24 x 6 call center, second shift is currently available, detailed below: Second shift ends anywhere between 6:00 pm and 11:59pm; + 10% shift premium payInterest in obtaining FINRA series 7 & 63 licenses. There is a condition of employment that you will obtain the FINRA Series 7 & 63 licensesA passion to continually learn, growing your knowledge in the area of personal finance, US and foreign marketsAbility to establish trust and rapport with clients over the phoneExcellent interpersonal and written skills with a strong customer service focus are essentialResilience to help achieve client happiness in a fast-paced call environmentWhy work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281 .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Careerbuilder-US, Berkeley , Specialist, Global Financial Services Representative (Bilingual in Mandarin, and / or Cantonese and, Accounting, Auditing , Berkeley, California

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