Associate, Core Service - International Client Services Rep(Mandarin/Cantonese Required)
Charles Schwab
Piedmont, CA
1 day ago
Up to $75k
Job Description
Join Charles Schwab as an International Client Service Specialist, where you'll provide top-notch service to clients globally. Your role is crucial in helping clients navigate their trading needs and ensuring a positive experience.
Key Responsibilities
Service international and domestic clients with trading needs
Assist with trading stocks, ETFs, mutual funds, and options
Handle general account servicing inquiries
Complete document translation services as needed
Support clients during evening and overnight shifts
Required Qualifications
Fluency in Mandarin/Cantonese
Series 7 & 63 licenses required or must obtain within training period
Effective communication skills
Ability to work a structured schedule
Positive attitude and strong work ethic
Willingness to learn in a fast-paced environment
Preferred Qualifications
2+ years of college study in finance, economics, or business administration
2+ years of customer service experience, preferably in financial services
Basic to intermediate knowledge of investment products
Ability to identify client needs and demonstrate empathy
Flexibility in shift times
Benefits & Perks
Base salary + annual bonus401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering4-week sabbatical after 5 years of servicePaid parental leaveTuition reimbursementHealth, dental, and vision insurance