Bilingual Client Service Representative (Mandarin required)
About The Position
The Bilingual Client Services Representative serves international (non-U.S. residents) and domestic clients with trading and account-service needs. In a collaborative, fast-paced environment, the representative assists clients with trading stocks, ETFs, mutual funds, and options, as well as general account inquiries. The role also provides document translation services for internal partners and foreign-language support for clients. Evening and overnight shifts also support clients within Stock Plan Services. The relationships built and maintained in this role directly affect clients’ experience.
Requirements
- Read, write, and speak Mandarin in addition to English.
- Hold Series 7 and Series 63 licenses, or successfully obtain them within the allotted training time as a condition of employment.
- Have well-developed communication skills and establish trust and rapport with clients through verbal and written communication.
- Be available to work a structured schedule and adhere to assigned schedules, including lunch and break times determined 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, 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 over the phone.
- Ability to quickly identify client needs, respond with empathy and compassion, and use sound judgment to support client objectives through phone, chat, or email.
- Flexibility to work on email, chat, and phone channels as business needs change.
- High flexibility in shift times, especially early mornings, based on business needs.
Responsibilities
- Assist international and domestic clients with trading stocks, ETFs, mutual funds, and options.
- Handle general account-servicing inquiries.
- Provide document translation services for internal partners.
- Serve clients in a foreign language as needed.
- Support Stock Plan Services clients on evening and overnight shifts.
Benefits
- Eligible for a bonus.
- Language incentive opportunities.
- Flexible work options.
- Supportive culture.
- Professional development support.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
