Associate, Core Service Electronic Communications for International Client Services (Mandarin required)

Charles Schwab Inc.•Westlake, TX

6d•$54,000 - $59,000

About The Position

As an International Services ECG Associate, you will respond to inbound chats and secure messages from international (non-US resident) and domestic clients with a full range of service and trading needs. You will work on a collaborative, growing team in a fast-paced environment, assisting clients with trading stocks, ETFs, mutual funds, and options, as well as general account servicing inquiries. The client relationships you create and uphold will directly support the company's goal of helping clients “Own Their Tomorrow.” In addition to the salary range, the role is eligible for bonus or incentive opportunities, including a language premium for qualified professionals.

Requirements

Hold current and active Series 7 and 63 licenses, or be able to obtain them within six months of the start date as a condition of employment.
Read and write English and Mandarin at a professional level.
Be flexible in handling chats and secure messages as business needs change.
Engage clients proactively and consultatively to build rapport.
Be willing and eager to learn in a fast-paced, evolving environment.
Have experience with a strong focus on risk awareness and mitigation.
Have effective research and problem-solving skills.

Nice To Haves

At least one year of outstanding customer service experience.
Experience communicating through written channels, including email or live chat.
High flexibility in shift times as business needs change; chat lines are open from 5:00 a.m. to 10:59 p.m. CT, with the greatest current need for later shifts.
Experience serving international clients on topics such as W-8 forms, new account requirements, policies, and procedures.
A passion for continual learning and growing knowledge of personal finance and U.S. and foreign markets, as well as obtaining additional industry licenses for personal growth.
Resilience to help achieve client satisfaction in a demanding environment.

Responsibilities

Respond to inbound chats and secure messages from international and domestic clients.
Assist clients with trading stocks, ETFs, mutual funds, and options.
Handle general account servicing inquiries.
Engage clients proactively and consultatively to build rapport.
Research and solve problems to fulfill client requests and support fellow team members.
Work on chats and secure messages as business needs change.