Bilingual Client Service Representative (Mandarin required)

Charles Schwab Inc.•Lockhart, FL

3d•$51,000 - $55,000

About The Position

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

Requirements

Be able to read, write, and speak Mandarin 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 schedules, including lunch and break times as determined by business needs.
Demonstrate a positive attitude, enthusiasm, professionalism, a strong work ethic, and a high level of integrity and ethics.
Show willingness and desire to learn in a fast-paced and evolving environment.

Nice To Haves

At least 2 years of college study in finance, economics, business administration, or a related area; a bachelor's degree is preferred.
At least 2 years of customer service experience, preferably in financial services.
At least 1 year 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 apply sound judgment to achieve 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

Service international (non-U.S. resident) and domestic clients with their service and trading needs.
Assist clients with trading stocks, ETFs, mutual funds, and options.
Handle general account servicing inquiries.
Complete document translation services for internal partners.
Serve clients in a foreign language as needed.
Support Stock Plan Services clients during evening and overnight shifts.
Communicate with clients through phone, chat, and email as business needs require.