Associate - Client Services
optionsXpress / Charles Schwab
Address clients concerns in complex financial strategies within their accounts and portfolios.
Educate clients as to the workings of the market, and the optionsXpress website.
Execute equities/futures/options trades for clients.
Provide world class customer service in a professional manner.
·Educate clients as to the workings of our website, and the optionsXpress tools.
·Establish and maintain new accounts.