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.
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