Associate, Electronic Communications - International Client Services (Mandarin and/or Cantonese)
About The Position
As an International Services ECG Associate, you will handle inbound chats and secure messages from international (non-US resident) and domestic clients with a range of service and trading needs. You will assist with trading stocks, ETFs, mutual funds, and options, as well as general account servicing inquiries. You will work collaboratively on a growing team in a fast-paced environment. In International Client Services, you will support clients whose financial needs span languages, cultures, and markets. You will communicate through phone, chat, and email; explain investment and account information clearly; identify client needs; and use sound judgment to help clients achieve their objectives while building trust and rapport. Paid training through the Schwab Service Academy supports employees in gaining the knowledge and confidence to earn the Securities Industry Essentials (SIE) and FINRA Series 7 and 63 licenses. The role is also 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 at a professional level in English and Chinese.
- Be flexible and able to work on 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.
- Demonstrate a strong focus on risk awareness and mitigation.
- Have effective research and problem-solving skills to fulfill client requests and support fellow team members.
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 current demand highest for later shifts.
- Experience serving international clients on matters such as W-8 forms, new account requirements, policies, and procedures.
- Interest in continual learning, personal finance, U.S. and foreign markets, and attaining additional industry licenses.
- Resilience in helping achieve client satisfaction in a demanding environment.
Responsibilities
- Handle inbound chats and secure messages from international and domestic clients.
- Assist clients with trading stocks, ETFs, mutual funds, and options, as well as general account servicing inquiries.
- Communicate with clients through phone, chat, and email.
- Explain investment and account information clearly, identify client needs, and use sound judgment to help clients achieve their objectives.
- Build trust and rapport with clients.
- Research and solve problems to fulfill client requests and support fellow team members.
- Work flexibly on chats and secure messages as business needs change.
Benefits
- Bonus or incentive opportunities, including a language premium for qualified professionals.
- Paid training through the Schwab Service Academy.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
