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Specialist, Global Financial Services Representative (Bilingual in Mandarin, and / or Cantonese and English) San Francisco, CA

San Francisco, California

Overview

In this exciting role, you'll learn to educate our clients about investments, trading tools, market mechanics, and retirement choices. You will earn your Securities licenses in our paid licensing and training program. Financial Services Representatives are an essential component of our client relationship model that has consistently set Charles Schwab and TD Ameritrade apart within the financial services industry. We are looking for individuals who are compassionate, good listeners, personable and have the desire to be an ambassador for our growing organization. We offer unlimited opportunities for professional development and advancement as the strength our combined firm continues to grow.

  • Full Time
  • Entry to Mid-Level
  • Required: Obtain Series 7/63 licenses
  • Compensation: Competitive
  • Glassdoor Reviews and Company Rating

Success Profile

What makes a successful Financial Services Representative at Schwab?
Check out the traits we’re looking for and see if they align with your expertise.

  • Personable
  • Persuasive
  • Good listener
  • Communicator
  • Compassionate
  • Relationship specialist

Setting you up for Success!

Your Training Program: It’s just the start of your ongoing professional development journey at Schwab.

Phase 1 7 Weeks

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    Training Learn the foundations of Client Service at Schwab through Basic Service Essentials.

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    Nesting You will begin to apply what you’ve learned and use your knowledge to assist Schwab clients with the support of seasoned mentors and managers at your side, to help you build confidence.

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    Licensing With the support of Licensing professionals, you will prepare for and complete the Securities Industry Essentials (SIE) examination.

Phase 2 10 Weeks

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    Training Learn about Schwab’s products, services, processes, and systems in Advanced Service Essentials. All the essential knowledge you need to get you started.

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    Nesting

    After completing Advanced Service Essentials, you will again have the opportunity to apply your knowledge in a supported environment with ongoing coaching from your manager.

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    Licensing In Phase 2 of Schwab Service Academy, you will complete the Series 7 and Series 63 examinations and become a fully licensed Registered Representative.

Phase 3 6 Weeks

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    Training The final training phase of Schwab Service Academy is Trading and Investing Essentials where you will grow your financial aptitude with more advanced financial concepts.

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    Nesting The final phase of Nesting will help you apply the knowledge you’ve gained through training and licensing and deliver a world class client experience, always with the help of your manager and mentors.

Career Options

At Schwab, you can grow your career as far as your ambition takes you! Here are some paths that members of our Client Service and Support team have taken from the Financial Services Representative role as they grow their career at Schwab.

For image description, see Description button below

Employee Testimonials

Working at Schwab is like cooking in your mother's kitchen; you know the food will be tasty and it will be deemed your cooking even if you received mother's help anyway. It means you are never alone here, no task is for one Schwabbie and all the glory is yours to keep. It is the most humbling experience.

Sheikh Associate Brokerage Service Rep

Working at Charles Schwab, I am constantly challenged and motivated to grow both professionally and personally. In an industry as dynamic as financial services, I find myself learning more constantly. Schwab is known for its outstanding leadership, and it is clear to see when looking at the individuals I am surrounded by.

Eilidh Associate Brokerage Service Rep

Schwab is a place where there is a lot of transparency, which leads to a lot of trust. I trust that the company is looking after everyone's best interests – its employees, clients, and the establishment. There is a lot of support and encouragement to become the best version of yourself that you can be. Schwab is a very unique and special company. It feels like home.

Alexia Specialist Brokerage Service Rep

Schwab sets a great environment for their employees - both to do well in their role and to move forward in their careers. Employees collaborate with their managers to set professional goals and the firm's expectations of your performance are clear and logical. Management is organized and supportive of your success.

Monica Senior Specialist High Networth Rep

Rewards

  • Healthcare

    Schwab offers medical, dental, and vision benefits; and tax-advantaged HSA, voluntary benefits, and wellness programs.

  • 401(k)/Retirement Plans

    Some of these benefits include 401(k) plan, employee stock purchase plan, and employee branch and advice services.

  • Maternity and Paternity Leave

    We offer six weeks of paid parental leave for both the primary and secondary caregiver. We also offer a Dependent Care FSA.

  • Professional Development

    Schwab offers valuable programs and support to help you succeed. This includes education reimbursement, mentoring, and job shadowing.

  • Sabbatical

    Schwab offers a 28-day paid sabbatical that you are eligible for after five years of employment, and every five years thereafter.

  • Collaboration

    We are dedicated to building and maintaining a dynamic organization and culture that values and reflects the individual strengths of every team member.

Responsibilities

Location San Francisco, California Requisition ID 2022-86513 Category Customer Service / Client Service Position Type Regular

Your Opportunity


We 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 at


While 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 have


  • Foreign 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 pay
  • Interest in obtaining FINRA series 7 & 63 licenses. There is a condition of employment that you will obtain the FINRA Series 7 & 63 licenses
  • A passion to continually learn, growing your knowledge in the area of personal finance, US and foreign markets
  • 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

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 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 applicantaccessibility@schwab.com 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.