Associate, Bilingual Client Services Representative (Mandarin and/or Cantonese Required)
About The Position
The Associate, Bilingual Client Services Representative services international (non-U.S. residents) and domestic clients with a full range of service and trading needs in a collaborative, fast-paced environment. The role assists clients with trading stocks, ETFs, mutual funds, and options, as well as general account-service inquiries. It also provides document translation for internal partners and foreign-language client service as needed. Evening and overnight shifts also support clients within Stock Plan Services. The position is eligible for bonus and language-incentive opportunities in addition to the salary range.
Requirements
- In addition to English, must be able to read, write, and speak Mandarin.
- Series 7 and 63 licenses are required, or must be successfully obtained within the allotted training time as a condition of employment.
- Effective communication skills to establish trust and rapport with clients through verbal and written communication.
- Availability to work a structured schedule and adhere to assigned work, lunch, and break times as determined by business needs.
- Positive attitude, enthusiasm, professionalism, and a strong work ethic, with a high level of integrity and ethics.
- Willingness and desire to learn in a fast-paced, evolving environment.
Nice To Haves
- Fluency in Cantonese.
- Two or more years of college study in finance, economics, business administration, or a related area; a bachelor's degree is preferred.
- Two or more years of customer-service experience, preferably in financial services.
- One or more years of experience working with clients through phone, chat, or email.
- Basic to intermediate knowledge of investment products and ability to explain complex subjects by phone.
- Ability to quickly identify client needs, respond with empathy and compassion, and use sound judgment to achieve client objectives through phone, chat, or email.
- Flexibility to work on emails, chats, and phones as business needs change.
- High flexibility in shift times, especially early mornings, as business needs require.
Responsibilities
- Assist domestic and international clients with service and trading needs.
- Help clients trade stocks, ETFs, mutual funds, and options.
- Respond to general account-service inquiries.
- Provide document translation services for internal partners.
- Service clients in a foreign language as needed.
- Support Stock Plan Services clients during evening and overnight shifts.
- Communicate with clients through phone, chat, and email as business needs require.
Benefits
- Bonus opportunities.
- Language incentive opportunities.
- Flexible work options.
- Supportive culture.
- Focus on employee development.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
