Sr Specialist, Global Investing Services [6/23/2025]
Company: Charles Schwab
Location: Orlando
Posted on: June 24, 2025
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Job Description:
Position Type: Regular Your opportunity 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 Required Qualifications: - Series 7 and 63
licenses required - 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 What’s in it for you At Schwab, we’re committed to
empowering our employees’ personal and professional success. Our
flexible work options, supportive culture, and focus on your
development means you’ll get the tools you need to make a positive
difference in the finance industry. We offer a competitive benefits
package that takes care of the whole you – both today and in the
future: - Base salary annual bonus - 401(k) with company match and
Employee stock purchase plan - Paid time for vacation,
volunteering, and a 4-week sabbatical after 5 years of service -
Paid parental leave and family building benefits - Tuition
reimbursement - Health, dental, and vision insurance In addition to
the salary range, this role is also eligible for bonus or incentive
opportunities. What’s in it for you At Schwab, we’re committed to
empowering our employees’ personal and professional success. Our
purpose-driven, supportive culture, and focus on your development
means you’ll get the tools you need to make a positive difference
in the finance industry. 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
Keywords: Charles Schwab, Pine Hills , Sr Specialist, Global Investing Services [6/23/2025], Accounting, Auditing , Orlando, Florida
