Trader Electronic Communications Specialist
Company: Charles Schwab
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
This position involves working in a team environment to directly
service the firm 's most valuable, sophisticated retail active
trader clients in a fast-paced, market-sensitive environment via
electronic communication including email, chat, and social media.
The role requires the ability to multitask and think critically to
solve problems expeditiously as well as build deeper relationships
to better understand client needs.
This industry professional level of specialist includes order
entry, software tutorials, client and firm risk analysis and
management, client mentorship through education of complex
derivatives trading strategies and products, trouble-shooting
technology issues, and gathering assets through negotiation
empowerment, education, and cross-sell opportunities.
The goal is to help develop clients into more successful traders
while also growing their portfolios by imparting the industry
knowledge and support of the tools these actively engaged clients
use to make them - more sophisticated, successful self-directed
investor. - Associates in this position will possess a superior
level of expertise in equities, options, futures, and risk along
with a general knowledge foreign exchange trading for not only our
clients, but also within Retail Trading, Retail Sales, Investor
Services, Retail Support and Marketing.
What you are good at
Provide expedient, exceptional email & chat support to the firm 's
most sophisticated, active trader segment through Thinkorswim chat,
email, and social media.
Responsible for accurately and efficiently answering client
questions and troubleshooting problems.
Review and execute complex, high dollar equity, complex option, and
mutual fund transactions quickly while accurately ensuring client
's accounts can handle each transaction.
Exercise independent decision making ability regarding the client
's existing expertise in trading equities and complex options to
assist them in becoming a self-directed investor.
Advise clients on current positions as well as generation of new
strategies through education on financial markets and products to
familiarize customers with the company polices and trading
Master and teach clients how to use the firm 's most complex
trading platforms (including but not limited to: thinkorswim,
Thinkorswim Mobile Applications, and ToSWeb) to allow clients to
harness and maximize TDA technology to meet their trading
Mentor clients around margin rules and calculations on equity and
complex option positions and risk management.
Resolving the client 's needs regarding accounts, technology
support, policies, services, and available products.
Provide real-time support as an escalation point and SME to clients
via social media outlets to enhance and grow the TD Ameritrade and
thinkorswim brand, ultimately strengthening our brand footprint
while increasing client engagement.
Engage with clients in a positive tone, exhibit empathy when
required, deliver key attributes, and provide an unparalleled
experience to every customer to establish the industry benchmark
for Social Business.
Support marketing events promoted through social media and continue
to drive further client and prospect engagement with TD Ameritrade
Leverage industry knowledge and platform expertise to send
well-positioned business leads to our partners in Retail Sales,
Education, and Trading Solutions.
Influence and close business for Retails Sales associates by
presenting self-directed active trader clients and prospects with
industry standard for market acumen.
Attract additional assets and business from our fully engaged
clients, by meeting their service, education, and trading resource
What you have
Series 7 & 63 preferred or ability to obtain in the required
4 year college degree preferred
Online brokerage experience preferred
Client service experience preferred
Must possess excellent oral and written communication skills.
Possess an Advanced level of knowledge of: Equity Trading, Basic
Options, Reg T Margin, Day Trading Margin, Trading Systems
Possess a Proficient level of knowledge of: Complex Options,
Greeks, Technical Analysis, Futures, Forex, Portfolio
Possess an Introductory level of knowledge of: Options on Futures,
General knowledge of the securities industry
Operate as a member of a team with a willingness to contribute and
Excellent organization and ability to multitask while maintaining a
strict attention to detail
Outstanding critical and analytical thinking skills
Able to quickly compute mathematical transactions with a high
degree of accuracy
Prioritize tasks and work well in time-sensitive environment while
remaining client focused
Self-motivated and client service oriented
Must demonstrate a positive and professional image at all times
Intermediate skill in using a personal computer and various
database management programs and Internet browser based
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, Naperville , Trader Electronic Communications Specialist, Accounting, Auditing , Naperville, Illinois
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