Charles Schwab & Company, Inc.

Charles Schwab & Company, Inc.

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

Saint Louis, MO, US

Sponsorship not specifiedDetected 2 days ago
Customer SupportCommunication

About the role

  • As an Associate, Bilingual Client Services Representative, 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.
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.

Responsibilities

  • We also complete document translation services for internal partners and service clients in foreign language as needed.
  • The relationships that you create and uphold will have a direct impact as you aid our clients to "Own Their tomorrow."

Requirements

  • In addition to English, must be able to read, write, and speak in Mandarin/Cantonese.
  • Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.

Nice to have

  • 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.
  • High flexibility in shift times especially early in the morning as business needs.

Compensation

  • Your Opportunity In addition to the salary range, this role is eligible for a bonus and language incentive opportunities.

Benefits

  • Your Opportunity In addition to the salary range, this role is eligible for a bonus and language incentive opportunities.
  • Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
  • Evening and overnight shifts will also support our clients within Stock Plan Services.

Company info

  • At Schwab, we're committed to empowering our employees' personal and professional success.

This listing is sourced directly from Charles Schwab & Company, Inc.'s careers page and normalized into a canonical job model.