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International Financial Services Client Associate (Mandarin or Cantonese Required)

International Financial Services Client Associate (Mandarin or Cantonese Required)

Charles SchwabWESTLAKE, TX, United States
11 days ago
Job type
  • Full-time
Job description

Position Type : Regular

Your opportunity

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a International Client Service Associate , 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. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services.

Our team consists of a  diverse  workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications :

  • Must be able to read, write, and speak fluid Mandarin or Cantonese
  • Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
  • Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication
  • Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
  • Willingness and desire to learn in a fast-paced and evolving environment.

Preferred Qualifications :

  • 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.
  • Flexible and able to work on emails / chats / phones as business needs change.
  • High flexibility in shift times especially early in the morning as business needs.

    • What’s in it for you

    At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
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    Client Service Associate • WESTLAKE, TX, United States