International Financial Services Client Associate (Mandarin or Cantonese Required)

Charles Schwab • Phoenix, AZ

101d

About The Position

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us 'challenge the status quo' and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the Phoenix Services Center located at 4750 E Francisco, Phoenix AZ. 85044. As a International Client Service Associate, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to 'Own Their tomorrow.'

Requirements

• Must be able to read, write, and speak in Mandarin or Cantonese.
• Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
• Well-developed and effective communication skills to establish trust and rapport with clients.
• Available to work in a structured schedule and adhere to assigned schedule including lunch and break time.
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
• Willingness and desire to learn in a fast-paced and evolving environment.

Nice To Haves

• 2+ years of college study in finance, economics, business administration, or related area; bachelor's degree is preferred.
• 2+ years of customer service experience, preferably in financial services.
• 1+ years of experience working with clients through phone/chats/emails.
• Basic to intermediate knowledge of investment products.
• Ability to explain complex subjects via phone.
• Ability to quickly identify client needs and demonstrate empathy and compassion in responses.
• Flexible and able to work on emails/chats/phones as business needs change.
• High flexibility in shift times especially early in the morning.

Responsibilities

• Service international and domestic clients with a full range of service and trading needs.
• Assist with trading stocks, ETFs, mutual funds, and options.
• Handle general account servicing inquiries.
• Complete document translation services for internal partners.
• Service clients in foreign languages as needed.
• Support clients within Stock Plan Services during evening and overnight shifts.

Benefits

• Base salary + annual bonus
• 401(k) with company match
• Employee stock purchase plan
• Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree