As a Global Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”
NOTE: This position is based in St. Louis and is not available for 100% remote.
What you haveRequired Qualifications:
Must be able to read, write, and speak fluid Spanish and English.FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.Flexibility to work between the hours of 7:00am-6:00pm CST.Preferred Qualifications:
FINRA Series 9-10 license preferredPreferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner. Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.This department operates 24hrs a day, 6 days a week, so shift flexibility is highly preferred.Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelinesA passion to continually learn, growing your knowledge in personal finance, US and foreign marketsAbility to establish trust and rapport with clients over the phoneExcellent interpersonal and written skills with a strong customer service focus are essentialResilience to help achieve client happiness in a fast-paced call environment Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed 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. Application FAQs
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