Sr. Options Trading Specialist
Company: Charles Schwab
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
Client Service & Support (CS&S) is the primary service and
trading arm for Schwab Investor Services. - CS&S provides
service to our retail clients to fulfill our purpose of championing
every client 's goals with passion and integrity. The vision for
CS&S is being engaged financial service professionals who
inspire client loyalty by providing guidance and solutions to
fulfill clients' needs. - With a focus on employee development and
collaboration, we help clients and employees reach their goals. -
CS&S builds loyalty with clients and employees one interaction
at a time
What you are good at
The Options Trading Specialist role entails a wide variety of
responsibilities such as inbound calls, outbound calling,
introducing new products and services, educating and providing
guidance on trading strategies, evaluating risk parameters and
offering solutions that best fit the client 's financial objective
and risk profile. This position requires a willingness to learn
advanced options trading and strategies, complex margin issues and
risk management. Successful candidates will have a strong desire to
work in a fast-paced environment with a strong understanding of
Schwab 's policies, procedures, products, services, and a desire to
be on the leading edge of the Option Trading business at
What you have
FINRA Series 7,63 are required, but can be obtained under a
condition of employment. FINRA Series 3,9/10 preferred but not
One or more years of trading experience and customer service/call
center work experience preferred.
Candidate -must have an aptitude and willingness to learn advanced
options trading - -and strategies, complex margin issues, risk
management, the financial -services industry, and able to
communicate effectively regarding all licensed and non-licensed
aspects of the client service experience with -Schwab.
Ability to work in a fast-paced environment, assessing risks at
point of contact -and displaying expertise in placing large
Advanced -technical skills including experience using Schwab 's
various trading platforms.
The -ability to deliver service that results in high promoter
scores and increased client loyalty
Effectively incorporate market knowledge into conversations and
adapt to a rapidly -changing environment
Collaborative -and relational work style with proven success in a
Positive attitude, enthusiasm, professionalism and strong work
ethic with high level of integrity and ethics.
Ability to retain and execute upon complex information with
Bachelor 's -degree preferred.
Target Total Compensation - 58,400 to 89,400
Your actual pay will be based on your skills and experience -- talk
with your recruiter to learn more.
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 email@example.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.
Keywords: Charles Schwab, Bedford , Sr. Options Trading Specialist, Accounting, Auditing , Bedford, Texas
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