Talent.com
No longer accepting applications
Sr. Specialist, Global Investing Services (Ocoee)

Sr. Specialist, Global Investing Services (Ocoee)

Charles SchwabOcoee, FL, US
3 days ago
Job type
  • Part-time
Job description

Position Type : Regular

Your opportunity

At Schwab, youre 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. Were 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 Schwabs 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 licensesrequired
  • 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
  • Bachelors 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
  • Whats in it for you

    At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, supportive culture, and focus on your development means youll 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.

    Whats in it for you

    At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. 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
  • Create a job alert for this search

    Sr Specialist Global • Ocoee, FL, US

    Related jobs
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles SchwabORLANDO, FL, United States
    Full-time
    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 togeth...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor - Consumer Investments - Orlando West Market

    Financial Solutions Advisor - Consumer Investments - Orlando West Market

    Bank of AmericaOrlando, FL, US
    Full-time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ou...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Analyst - Orlando, FL

    Investment Analyst - Orlando, FL

    CortlandWinter Park, FL, US
    Full-time
    At Cortland, we operate with a forward-thinking approach that challenges conventional norms and actively seeks insights beyond traditional industry boundaries. As a recognized leader in the multifam...Show moreLast updated: 30+ days ago
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Deltona)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Deltona)

    Charles SchwabDeltona, FL, US
    Part-time
    At Schwab, youre 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....Show moreLast updated: 3 days ago
    • Promoted
    Strategic Engagement Lead Mortgagebot

    Strategic Engagement Lead Mortgagebot

    Finastra (Misys International Banking Systems Limited)Lake Mary, FL, US
    Full-time
    At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury an...Show moreLast updated: 30+ days ago
    • Promoted
    Account Development Specialist

    Account Development Specialist

    AMBASanford, FL, US
    Full-time
    Inside Sales Account Development Specialist.AMBA provides much-needed coverage to retired and active educators, police, firefighters, and other state, city, and municipal workers.Founded in 1981, w...Show moreLast updated: 30+ days ago
    • Promoted
    Sr. Relationship Manager, Global Commercial Banking Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)

    Sr. Relationship Manager, Global Commercial Banking Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)

    Bank of AmericaOrlando, FL, US
    Full-time
    Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of Florida. The Healthcare, Education and No...Show moreLast updated: 30+ days ago
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Oviedo)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Oviedo)

    Charles SchwabOviedo, FL, United States
    Full-time
    At Schwab, youre 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....Show moreLast updated: 3 days ago
    • Promoted
    Development Specialist I, II or Senior

    Development Specialist I, II or Senior

    Toho Water AuthorityKissimmee, FL, United States
    Full-time
    Development Specialist II ($26.Senior Development Specialist ($28.The purpose of this position is to provide both technical and clerical assistance to assigned Development Project Manager.This is a...Show moreLast updated: 4 days ago
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Sanford)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Sanford)

    Charles SchwabSanford, FL, US
    Part-time
    At Schwab, youre 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....Show moreLast updated: 3 days ago
    • Promoted
    Senior Associate, Client Advisory

    Senior Associate, Client Advisory

    PathstoneWinter Park, FL, US
    Full-time
    Senior Associate, Client Advisory.Requisition Number : SENIO001320.Company Description : Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management Advisor II

    Wealth Management Advisor II

    Fifth Third BancorpOrlando, FL, US
    Full-time
    Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Serves as the trusted advisor ...Show moreLast updated: 30+ days ago
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Winter Garden)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Winter Garden)

    Charles SchwabWinter Garden, FL, US
    Part-time
    At Schwab, youre 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....Show moreLast updated: 3 days ago
    • Promoted
    Director of Strategy and Integration | Orlando Market

    Director of Strategy and Integration | Orlando Market

    PAM Health Rehabilitation Hospital of KyleWinter Garden, FL, US
    Full-time
    Director Of Strategy And Integration.The Orlando Market team will be responsible for admissions to Winter Garden, Ocoee, Tavares and Orange City. Are you an experienced Director of Strategy and Inte...Show moreLast updated: 30+ days ago
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Apopka)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Apopka)

    Charles SchwabApopka, FL, US
    Part-time
    At Schwab, youre 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....Show moreLast updated: 3 days ago
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Kissimmee)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Kissimmee)

    Charles SchwabKissimmee, FL, US
    Part-time
    At Schwab, youre 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....Show moreLast updated: 3 days ago
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Clermont)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Clermont)

    Charles SchwabClermont, FL, US
    Part-time
    At Schwab, youre 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....Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Licensed Global Financial Investing Services, Specialist

    Licensed Global Financial Investing Services, Specialist

    Charles SchwabOrlando, FL, US
    Full-time
    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 finan...Show moreLast updated: 4 hours ago
    • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Ocoee)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Ocoee)

    Charles SchwabOcoee, FL, US
    Part-time
    At Schwab, youre 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....Show moreLast updated: 3 days ago
    • Promoted
    Account Operations Specialist II (Manhiem)

    Account Operations Specialist II (Manhiem)

    Cox EnterprisesOcoee, FL, US
    Full-time
    Account Operations Specialist II.Serves as account liaison coordinating and executing account SLA's.Serves as a point of contact for auction clients. Engages with clients to understand requirements,...Show moreLast updated: 26 days ago