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

Your opportunity

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

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.

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”.

What you have

Required Qualifications:

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

Preferred Qualifications:

• 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.
• This department operates 24hrs a day, 5 days a week, so 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