{"id":41791,"date":"2011-11-29T15:22:01","date_gmt":"2011-11-29T14:22:01","guid":{"rendered":"http:\/\/tradingjobs.bontrade.org\/?p=6268"},"modified":"2011-11-29T15:22:01","modified_gmt":"2011-11-29T14:22:01","slug":"high-net-worth-specialist","status":"publish","type":"post","link":"https:\/\/bontrade.org\/blog49\/41791\/high-net-worth-specialist\/","title":{"rendered":"High Net Worth Specialist"},"content":{"rendered":"<p><a href=\"http:\/\/www.careerbuilder.com\/jobseeker\/ApplyOnline\/ExternalApply.aspx?srcContext=CB&amp;useframes=False&amp;IPath=JRKV2L&amp;lr=CBFALLOND&amp;aourl=http%3a%2f%2fschwab.contacthr.com%2f21975678&amp;Job_DID=J3G1SR61B3BQ1ZY01Y8\">Apply for Job Here<\/a><\/p>\n<p>Organization Objective\/Purpose:<\/p>\n<p>optionsXpress is a leading online options and futures brokerage and is now a subsidiary of The Charles Schwab Corporation.&nbsp; optionsXpress believes options and futures trading tools should be powerful and easy-to-use.&nbsp; 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.&nbsp; 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&nbsp;brokerage services through Charles Schwab &amp; Co., Inc. as well as banking services through Schwab Bank.<br \/>Brief Description of Role:<br \/>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.&nbsp; 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.&nbsp;&nbsp; Main responsibilities will include:<\/p>\n<ul>\n<li>Assisting High Net Worth or High Activity clients on technical and account related issues  <\/li>\n<li>Contacting High Net Worth or High Activity clients with ACAT requests  <\/li>\n<li>Developing one on one rapport with all clients  <\/li>\n<li>Supplying ongoing support to Live Help and Client Services phone teams to answer client inquiries  <\/li>\n<li>Tracking growth and continued business from clients that have been obtained or retained by Signature Services  <\/li>\n<li>Resolving complex client trading issues, or those escalated by Client Services <\/li>\n<\/ul>\n<p>This position is located in El Paso, Texas.<br \/>Skills and Qualifications:<\/p>\n<ul>\n<li>Active FINRA Series 7 license  <\/li>\n<li>Minimum 2 years brokerage\/financial services experience in a client interactive role  <\/li>\n<li>Minimum 1 year inside or outside sales experience  <\/li>\n<li>Demonstrated passion for providing client-centric solutions  <\/li>\n<li>Strong problem solving skills with the ability to deliver service that results in high client satisfaction and increased client loyalty  <\/li>\n<li>Positive attitude, enthusiasm and relationship building skills  <\/li>\n<li>Excellent verbal and written communications skills to influence and integrate complex information  <\/li>\n<li>Ability to manage multiple priorities in a fast-pace, dynamic environment  <\/li>\n<li>Experience with options and futures trading industry preferred  <\/li>\n<li>Bachelor's degree preferred <\/li>\n<\/ul>\n<p><a href=\"http:\/\/www.careerbuilder.com\/jobseeker\/ApplyOnline\/ExternalApply.aspx?srcContext=CB&amp;useframes=False&amp;IPath=JRKV2L&amp;lr=CBFALLOND&amp;aourl=http%3a%2f%2fschwab.contacthr.com%2f21975678&amp;Job_DID=J3G1SR61B3BQ1ZY01Y8\">Apply for Job Here<\/a><\/p>\n<p><a href=\"http:\/\/feedburner.google.com\/fb\/a\/mailverify?uri=feedburner\/hkWT&amp;loc=en_US\">Subscribe to Trading Jobs by Email<\/a><br \/>Find the latest <a href=\"http:\/\/www.careerbuilder.com\/JobSeeker\/Jobs\/JobResults.aspx?strCrit=rawWords%3dTrader%3bcty%3d%3bsid%3dALL%2c+US%3bcid%3dUS%3bfre%3d30%3brad%3d10%3bJN%3dAll%3b&amp;lr=CBFALLOND&amp;siteid=FALLONDcs\">Trading Jobs here<\/a><br \/><a href=\"http:\/\/technorati.com\/tag\/Trader+Job\" rel=\"tag\"><\/a> <a href=\"http:\/\/technorati.com\/tag\/Trainee\" rel=\"tag\"><\/a><\/p>\n<div class=\"blogger-post-footer\"><img width='1' height='1' src='https:\/\/blogger.googleusercontent.com\/tracker\/5865752669776502319-6869931650689326240?l=www.tradingjobs.fallondpicks.com' alt='' \/><\/div>\n<p>View full post on <a href=\"http:\/\/feedproxy.google.com\/~r\/TradingJobs\/~3\/jfoxJJ0Ax3c\/high-net-worth-specialist.html\">Trading Jobs<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Apply for Job Here Organization Objective\/Purpose: optionsXpress is a leading online options and futures brokerage and is now a subsidiary of The Charles Schwab Corporation.&nbsp; optionsXpress believes options and futures trading tools should be powerful and easy-to-use.&nbsp; The team at optionsXpress studies traders and trading, developing many innovations over the years for customers, including the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lightning_design_setting":[],"footnotes":""},"categories":[4520],"tags":[1265,4744,6460],"class_list":["post-41791","post","type-post","status-publish","format-standard","hentry","category-tradingjobsearch","tag-high","tag-specialist","tag-worth"],"_links":{"self":[{"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/posts\/41791","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/comments?post=41791"}],"version-history":[{"count":0,"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/posts\/41791\/revisions"}],"wp:attachment":[{"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/media?parent=41791"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/categories?post=41791"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bontrade.org\/blog49\/wp-json\/wp\/v2\/tags?post=41791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}