International Financial Services Client Associate (Mandarin or Cantonese Required)

Charles Schwab • Westlake, TX

3d • Onsite

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 specified location(s). 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. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.” What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Requirements

• Must be able to read, write, and speak fluid Mandarin and/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 through both verbal and written communication
• Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
• 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+ year 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 these complex subjects via the phone.
• Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
• Flexible and able to work on emails/chats/phones as business needs change.
• High flexibility in shift times especially early in the morning as business needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees