Your opportunity
** This posting is for members of the Skillsbridge Program, Hiring our Heroes Only**
What you have
Schwab'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.
- 1-2 years of experience in Client Service or equivalent experience
- Excellent analytical skills with the ability to effectively mitigate risk while adhering to policies, procedures, and guidelines
- Ability 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
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.