Charles Schwab

Runs investment accounts and banking services

Associate – Core Service Electronic Communications for International Client Services

Customer SupportConfirmed live in the last 24 hours

Full-timeWestlake, TX, USAIn-person

About the Job

Requirements

Hold current and active Series 7 and Series 63 licenses, or be able to obtain them within six months of the start date as a condition of employment.
Read and write at a professional level in English and Mandarin.
Be flexible and able to work on chats and secure messages as business needs change.
Engage clients in a proactive and consultative manner to build rapport.
Have a willingness and desire to learn in a fast-paced and evolving environment.
Have experience with a strong focus on risk awareness and mitigation.
Use effective research and problem-solving skills to fulfill client requests and support fellow team members.

Responsibilities

Respond to inbound chats and secure messages from international non-U.S. residents and domestic clients with service and trading needs.
Assist clients with trading stocks, exchange-traded funds, mutual funds, and options, as well as general account servicing inquiries.
Build and maintain client relationships.

Desired Qualifications

Have at least one year of customer service experience.
Have experience communicating through written channels such as email or live chat.
Have flexibility in shift times as business needs change; chat lines are open from 5:00 a.m. to 10:59 p.m. Central Time, with current demand highest for later shifts.
Have experience serving international clients with issues such as W-8 forms, new account requirements, policies, and procedures.
Be motivated to learn and grow knowledge of personal finance and U.S. and foreign markets, and to attain additional industry licenses for personal growth.

Your Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities, including a language premium for qualified professionals.

As an International Services ECG Associate, you will take inbound chats and secure messages from both international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work on a collaborative, growing team in a fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.”

What you have

Required Qualifications:

Current and active series 7/63 licenses OR ability to obtain within 6 months of start date as a condition of employment.
Read and write at professional level in English as well as Mandarin.
Flexible and able to work on chats/secure messages as business needs change.
Ability to engage clients in a proactive and consultative manner to build rapport.
Willingness and desire to learn in a fast-paced and evolving environment.
Experience with high focus on risk awareness and mitigation.
Effective research and problem-solving skills to help fulfill client requests as well as fellow supporting team members.

Preferred Qualifications:

1+ years of outstanding customer service experience.
Experience communicating via written channels, emails or live chats.
High flexibility in shift times as business needs change. Chat lines are open from 5:00am -10:59pm CT. The current need is highest for later shifts.
Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.
A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, and attain additional industry licenses for personal growth.
Resilience to help achieve client satisfaction in a demanding environment.

About the Company

Charles Schwab

Runs investment accounts and banking services

Charles Schwab runs brokerage, wealth management and banking services for individual investors, employers and independent financial advisers. Its Schwab One brokerage account gives investors access to securities and mutual funds, while its adviser business supplies custody and trading support to firms that manage clients' portfolios. Customers use websites, mobile apps and branches to trade, save for long-term retirement and arrange loans against eligible assets. The group earns interest on loans and investments, asset management fees and trading charges through its operating subsidiaries. Founded in 1973, it is headquartered in Westlake, Texas.

Company size: 10,001+
Company stage: IPO
Headquarters: Westlake, TX
Founded: 1973

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