Associate, Electronic Communications - International Client Services (Mandarin and/or Cantonese)

Charles Schwab Inc.•Austin, TX

29d•$26 - $28

About The Position

As an International Services ECG Associate, you will take inbound chats and secure messages from both international (non-US residents) 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 to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.”

Requirements

Current and active series 7/63 licenses OR ability to obtain within 6 months of start date as a condition of employment.
Read and write at professional level in English as well as Chinese.
Flexible and able to work on chats/secure messages as business needs change.
Ability to engage clients in a proactive and consultative manner to build rapport.
Willingness and desire to learn in a fast-paced and evolving environment.
Experience with high focus on risk awareness and mitigation.
Effective research and problem-solving skills.

Nice To Haves

1+ years of outstanding customer service experience.
Experience communicating via written channels, emails or live chats.
High flexibility in shift times as business needs change. Chat lines are open from 5:00am -10:59pm CT. The current need is highest for later shifts.
Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.
A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, and attain additional industry licenses for personal growth.
Resilience to help achieve client satisfaction in a demanding environment.

Responsibilities

Take inbound chats and secure messages from international (non-US residents) and domestic clients.
Assist with trading stocks, ETFs, mutual funds and options.
Handle general account servicing inquiries.
Engage clients in a proactive and consultative manner to build rapport.
Fulfill client requests and support fellow team members.