Bilingual LICENSED International Services Sr. Specialist

Your opportunity

As an Bilingual International Services Sr. Specialist, you will take inbound calls and service global (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”

NOTE: This position is based in Westlake, TX and available for a Hybrid schedule post training. 

What you have

Required Qualifications:

• FINRA Series 7 and 63 licenses required. 
• Be available to work overnights; Sun-Wed 6:00pm-4:30am

Preferred Qualifications:

• Preferably recent experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
• Series 9 & 10 licenses is preferred.
• Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
• Comfortable taking escalations and working complex issues
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Ability to establish trust and rapport with clients over the phone
• Excellent interpersonal and written skills with a strong customer service focus are essential
• Resilience to help achieve client happiness in a fast-paced call environment