What are the responsibilities and job description for the International Client Service Specialist-Email/Chat (Mandarin/Cantonese Required) position at Charles Schwab Inc.?
Your Opportunity
As a International Client Service Specialist, 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. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”
NOTE: This position is based in Orlando, FL and available for a Hybrid schedule post training.
What you have
Required Qualifications:
- Must be able to read, write, and speak in Cantonese/Mandarin.
- FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
- Bachelor's degree
Preferred Qualifications:
- Preferably 1-2 years of experience in Client Service, 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, chats or email
- 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
- FINRA Series 9-10 license preferred
