Sr. Derivatives Specialist - OptionsXpress - Chicago, IL

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Job ID:
20170212-545
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Customer Service-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, FINRA Series 63, FINRA Series 3, FINRA Series 7
Position Located In:
IL - Chicago
Education:
BA/BS
Job Type:
Full Time
Description:

Chicago - IL, IL150SW, 150 S Wacker Dr, 60606-4111
Brendon Kyle Saul
20170212-545

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

 

Our Opportunity:

We are currently offering the opportunity for dynamic and engaging individuals to join optionsXpress (oX), a subsidiary of The Charles Schwab Corporation. oX provides dedicated support to clients on the derivatives’ and options trading platforms, through the Client Service and Support (CS&S) group within Charles Schwab. CS&S is the primary service and trading arm for Schwab Investor Services. CS&S is a team of financial services professionals who provide guidance and solutions to help our retail clients take charge of their futures. We build trust and inspire confidence through exceptional service one connection at a time. With a focus on inspiring client loyalty and a commitment to employee engagement through career development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in service delivery.

 

What you’ll do:

As an optionsXpress Derivatives Trading Specialist you will have an opportunity to:

  • Provide exceptional on-going client support by handling inquiries such as; account servicing, technical support, cost basis information, trade entry and navigating our products and services
  • Engage clients in discussions involving market conditions and trends, provide investment education and guidance, empowering them to make well informed decisions that align to their goals and objectives
  • Demonstrate energy, empathy, and problem-solving skills while delivering unparalleled value and outstanding service to our clients via the phone or in live help handling approximately 50 to 100 inbound client inquiries daily (this is a phone based relationship with clients)
  • Partner with a supportive leader who is focused on development and coaching; collaborating with your peers in a five-week training program gaining increased knowledge of oX investment products and services
  • Collaborate with team members on topics such as: client experience, team engagement, professional development and Schwab / oX offering

 

What you have:

  • Active and valid FINRA Series 7 and 63/66 licenses
  • Active and valid Series 3 license (may be obtained within 120 days of employment)
  • Demonstrated passion for providing top tier service and support to oX clients
  • finance with strong client-focus and the ability to provide a superior level of service
  • Excellent analytical skills with an eye for detail and adherence of policies, procedures and guidelines
  • Possess a collaborative and relationship-focused work style with demonstrated success in a team environment
  • Strive to constantly improve the client experience
  • Thirst for growth and continual learning and development
  • Active listening skills and ability to explain complicated subjects via the phone and live help
  • Technical proficiency in a cross section of technology and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously in a dual screen environment
  • Strong work ethic with a high level of integrity with the ability to build trust with clients
  • In addition, ideal candidates will also have the following preferred qualifications: 
  • Bachelor’s Degree
  • At least 5 years of prior work experience within brokerage services, or trading

 

What you’ll get:


Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

 

Learn more about Life@Schwab. Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

 


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, FINRA Series 63, FINRA Series 3, FINRA Series 7
Relevant Work Experience: Customer Service-2-5 yrs
Position Located In: IL - Chicago
Education: BA/BS
Job Type: Full Time

Category:Customer Service/Client Service
Activation Date: Wednesday, May 3, 2017
Expiration Date: Saturday, June 24, 2017
Apply Here
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.