Associate, International Client Services Representative (Email/Chat)
Charles Schwab
Orlando, FL
15 days ago
Not mentioned
Job Description
Join Charles Schwab as an International Client Services Associate, where you'll support clients' trading needs through effective communication. Work in a collaborative team to enhance client experiences and foster professional growth.
Key Responsibilities
Assist global and domestic clients with trading and account servicing inquiries via chats and secure messages
Share trading and service knowledge with the team
Engage clients proactively to build rapport
Required Qualifications
Fluency in Chinese/Mandarin
FINRA Series 7 and 63 licenses required OR ability to obtain these licenses
Flexibility to work on emails/chats/phones as needed
Proactive client engagement skills
Willingness to learn in a fast-paced environment
Experience with risk awareness and mitigation
Effective research and problem-solving skills
Preferred Qualifications
2+ years of customer service experience in Finance Industry
1+ years of experience with clients through chats/emails
Bachelor’s degree from an accredited US institution
High flexibility in shift times, especially early mornings
Experience serving international clients
Desire to continuously learn and grow in personal finance and markets
Resilience in achieving client satisfaction in a demanding environment
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance