Charles Schwab

Specialist, Schwab Trader Services

Charles Schwab

6767 N Wickham Rd, Melbourne, FL 32940, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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. Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future. Execute transactions and provide the next steps for obtaining guidance based on the client's objectives, time horizon, and risk tolerance. 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. 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.

Where is this job?
This job is located at 6767 N Wickham Rd, Melbourne, FL 32940, USA
Job Qualifications
  • A client-centric focus – keeps clients in the forefront of decisions, connects plans and actions to our purpose of serving clients

  • 3+ years of related experience

Required Skills
  • MS Word

  • Customer Service skills

  • Technical Documentation

  • Time Management Skills

  • MS Excel skills

Soft Skills
  • Results Oriented

  • Verbal communication

  • written communication

  • Problem-solving and resourcefulness

  • Flexibility/Adaptability

  • Good prioritizational skills

  • Process Oriented

  • Multi tasker

Compensation

According to JobzMall, the average salary range for a Specialist, Schwab Trader Services in 6767 N Wickham Rd, Melbourne, FL 32940, USA is $44,000 to $58,000 per year.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 30th, 2022
Apply BeforeMay 22nd, 2025
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About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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