Associate, Bilingual Client Services Representative (Mandarin or Cantonese Required)

Charles Schwab Inc.•Creve Coeur, MO

7d•$50,000 - $57,000

About The Position

The Associate, Bilingual Client Services Representative services international (non-US resident) and domestic clients with a full range of service and trading needs. This role operates in a collaborative, fast-paced environment and assists clients with trading stocks, ETFs, mutual funds, and options, as well as general account service inquiries. The representative also provides document translation services for internal partners and serves clients in a foreign language as needed. Evening and overnight shifts also support clients within Stock Plan Services. The role is eligible for bonus and language incentive opportunities in addition to the salary range.

Requirements

Be able to read, write, and speak Mandarin or Cantonese in addition to English.
Hold Series 7 and 63 licenses, or successfully obtain them within the allotted training time as a condition of employment.
Have well-developed and effective verbal and written communication skills to establish trust and rapport with clients.
Be available to work a structured schedule and adhere to assigned hours, including lunch and break times as predetermined by business needs.
Demonstrate a positive attitude, enthusiasm, professionalism, a strong work ethic, and a high level of integrity and ethics.
Be willing and eager to learn in a fast-paced and evolving environment.

Nice To Haves

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 the ability to explain complex subjects by phone.
Ability to quickly identify client needs, respond with empathy and compassion, and use sound judgment to take actions that achieve client objectives via phone, chat, or email.
Flexibility to work on emails, chats, or phones as business needs change.
High flexibility in shift times, especially early mornings, as business needs require.

Responsibilities

Service international (non-US resident) and domestic clients with service and trading needs.
Assist clients with trading stocks, ETFs, mutual funds, and options.
Respond to general account servicing inquiries.
Provide document translation services for internal partners.
Serve clients in a foreign language as needed.
Support Stock Plan Services clients during evening and overnight shifts.