High Net Worth Specialist

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Organization Objective/Purpose:

optionsXpress is a leading online options and futures brokerage and is now a subsidiary of The Charles Schwab Corporation.  optionsXpress believes options and futures trading tools should be powerful and easy-to-use.  The team at optionsXpress studies traders and trading, developing many innovations over the years for customers, including the All-in-One Trader Ticket that coaches traders through orders.  Dedicated to delivering powerful, easy-to-use trading tools and technology every day, optionsXpress is proud of its success at providing a great trading experience to individual investors. Now, as part of The Charles Schwab Corporation, optionsXpress is proud to offer access to financial advice and additional brokerage services through Charles Schwab & Co., Inc. as well as banking services through Schwab Bank.
Brief Description of Role:
The Signature Services High Net Worth Specialist at optionsXpress will provide customer service with High Net Worth and/or High Activity clients via Live Help chat, telephone, and email communications.  In this role, the High Net Worth Specialist will answer a wide array of client questions regarding new accounts, technical issues, account types (Individual, Joint, Traditional, SEP, Roth, etc.), and trading/exchange/strategy issues.   Main responsibilities will include:

• Assisting High Net Worth or High Activity clients on technical and account related issues
• Contacting High Net Worth or High Activity clients with ACAT requests
• Developing one on one rapport with all clients
• Supplying ongoing support to Live Help and Client Services phone teams to answer client inquiries
• Tracking growth and continued business from clients that have been obtained or retained by Signature Services
• Resolving complex client trading issues, or those escalated by Client Services

This position is located in El Paso, Texas.
Skills and Qualifications:

• Active FINRA Series 7 license
• Minimum 2 years brokerage/financial services experience in a client interactive role
• Minimum 1 year inside or outside sales experience
• Demonstrated passion for providing client-centric solutions
• Strong problem solving skills with the ability to deliver service that results in high client satisfaction and increased client loyalty
• Positive attitude, enthusiasm and relationship building skills
• Excellent verbal and written communications skills to influence and integrate complex information
• Ability to manage multiple priorities in a fast-pace, dynamic environment
• Experience with options and futures trading industry preferred
• Bachelor’s degree preferred

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