Sr Specialist, Trader Service
Company: Charles Schwab
Location: Greenwood
Posted on: January 19, 2023
Job Description:
Position Type: RegularYour OpportunitySchwab's core belief is
simple, place -the client's needs first -in all things. Many
companies say that, but we work to keep clients at the heart of
everything we do by offering a more modern way to build and manage
wealth.We are champions of investors and are looking for other
advocates to join our team as an Active Trader Services Specialists
working with brokerage clients trading equity, options, and
futures. -We are seeking professionals who enjoy assisting others
as they trade in the financial markets. People who want to help
others and who want to grow their career with a top financial
services firm and year-over-year top employer. If this sounds
appealing, you've come to the right place. Our team consists of a
-diverse -workforce, in all stages of their careers, people looking
for a career change or are 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 to learn from and share standard
methodologies with, this may be the job for you.When the firm is
ready to fully return to the office, employees will have the
flexibility of a hybrid work environment, spending some time
working remotely and sometime in the office.*Subject to change as
Schwab is continually evaluating the current environment to best
care for the safety and well-being of our employeesWhat you are
good atProviding our clients with outstanding experiences is the
priority at Schwab. Our goal is to enhance client dedication with
every interaction, bringing your personality to your calls to build
memorable experiences. Our team consults with clients on options,
futures, and equity trades and questions. -With a focus on
encouraging client loyalty and employee engagement and development,
we support clients and employees in reaching their goals. Schwab
provides extensive training and internal support that allows
employees to succeed in all aspects of their careers.Schwab Trader
Services Specialists act as an ambassador of Schwab to educate,
guide, and assist clients. A career in Client Service and Support
begins with a substantial client-focused mentality and a strong
desire to help clients meet their financial goals.Schwab takes an
innovative investing approach. We build trust and inspire
confidence through exceptional service, one connection at a time.
Our dedicated specialists provide market insight and one-on-one
assistance to help our clients with our unbiased approach to
navigating the markets. Additionally, we provide online research
and commentary on current market conditions and investing
fundamentals. Whether clients are self-directed or looking to
partner with Schwab to manage their portfolios, we are here to help
them find the right products to meet their needs and investing
goals. We help clients at all stages of investing take charge of
their futures and -Own Their Tomorrow. -Through your client
conversations, you will:
Educate clients - -engage clients in
discussions focused on educating and providing guidance related to
their investing needs.Be a client advocate - Care enough to ask the
difficult questions knowing that just one question, the right
question, can change a client's future.Uncover solutions-based
options for clients - -client needs can range from actual trade
execution to more complex research and portfolio reviews. Execute
transactions and provide the next steps for obtaining guidance
based on the client's objectives, time horizon, and risk
tolerance.Be consultative- -Ask the right questions to provide
options when appropriate that align with client goals. We also
partner with the client's Financial Consultant for identified
business development opportunities.Build strong client and internal
relationships - -Collaborate in a team-based environment with a
diverse group of professionals focused on meeting the clients'
needs and Charles Schwab & Co.Grow through a defined model of
success - -Participate in our merit-based performance culture where
employees feel empowered to own their careers, focusing on
addressing clients' needs, personalizing each interaction, and
valuing clients and their time.What you have
Series 7 and 63 licensures required;
Series 3,9-10 preferred.Candidates with 3+years' experience with
derivatives will be considered in lieu of certifications. Licensure
will be done as a condition of employment. Preferably 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. -- interacting with clients in a
proactive and consultative manner. Passion for trading and market
knowledge; ability to proactively discuss trading topics and
appropriate solutions with clients.Excellent analytical skills with
the ability to effectively mitigate risk and adhere to trading
accuracy while adhering to policies, procedures, and
guidelinesAbility to ask appropriate, probing questions to clearly
understand the client's needs. Using good judgment when responding
and selecting language and examples tailored to the specific
experience level of the client.Collaborative and
relationship-focused work style with demonstrated success in a team
environment.Practical time management & communication skills,
positive demeanor, enthusiasm, professionalism, a strong work ethic
with a high integrity level.In addition to the salary range, this
role is also eligible for bonus or incentive opportunitiesYour
actual pay will be based on your skills and experience-- talk with
your recruiter to learn more.Why 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
.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 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 .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: Charles Schwab, Greenwood , Sr Specialist, Trader Service, Accounting, Auditing , Greenwood, Indiana
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