Specialist, Core Service - International Client Services (Mandarin/Cantonese Required)

Charles Schwab Inc.•Creve Coeur, MO

5d•$50,900 - $83,900

About The Position

As a Specialist - International Client Services Professional, your interactions with clients will be phone based with our International and Domestic clients (individual investors) that are trading securities in the US exchanges. You will work in a collaborative, fast-paced environment, to assist with customer service and trading for both Domestic and International clients. The relationships that you create and uphold will have direct impacts as you aid our clients to “Own their tomorrow”.

Requirements

FINRA Series 7 and 63 licenses required
Bilingual in Cantonese or Mandarin (need to be able to speak, read and write)

Nice To Haves

1-3 years of experience in Client Service (Core or eServices), Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
Shift flexibility is highly preferred.
Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
A passion to continually learn, growing your knowledge in personal finance
Ability to establish trust and rapport with clients over the phone
Excellent interpersonal and written skills with a strong customer service focus are essential
Resilience to help achieve client happiness in a fast-paced call environment

Responsibilities

Assist with customer service for both Domestic and International clients.
Assist with trading for both Domestic and International clients.
Engage with clients in a proactive and consultative manner.
Discuss trading topics and appropriate solutions with clients.
Mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines.
Establish trust and rapport with clients over the phone.
Achieve client happiness in a fast-paced call environment.