Licensed Financial Client Service Representative - International Client Services

Charles Schwab Inc.•Austin, TX

3d•$60,000 - $65,000

About The Position

At Schwab, the Licensed Financial Client Service Representative services international (non-US residents) and domestic clients with a full range of service and trading needs. The role works in a collaborative, fast-paced environment, assisting with trades in stocks, ETFs, mutual funds, and options, as well as general account servicing inquiries. The team also provides document translation services for internal partners and assists clients in foreign languages as needed. Evening and overnight shifts additionally support Stock Plan Services clients. The client relationships developed and maintained in this role directly affect clients as they work toward their financial goals. The position is eligible for a bonus opportunity in addition to the salary range.

Requirements

Series 7 and Series 63 licenses are required.
Well-developed, effective verbal and written communication skills to establish trust and rapport with clients.
Availability to work a structured schedule and adhere to assigned hours, including lunch and break times as determined by business needs.
Positive attitude, enthusiasm, professionalism, and a strong work ethic, with a high level of integrity and ethics.
Willingness and desire 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 by phone.
Ability to quickly identify client needs, demonstrate empathy and compassion, and use sound judgment to take actions that achieve client objectives via phone, chat, or email.
Flexibility to work across email, chat, and phone channels as business needs change.
High flexibility in shift times, especially early mornings, as business needs require.

Responsibilities

Service international and domestic clients with their service and trading needs.
Assist clients with trading stocks, ETFs, mutual funds, and options.
Respond to general account servicing inquiries.
Provide document translation services for internal partners.
Service clients in foreign languages as needed.
Support Stock Plan Services clients during evening and overnight shifts.