Associate, Core Service Electronic Communications for International Client Services (Mandarin required)

Charles Schwab; Westlake (TX); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time for vacation and sabbatical

Job summary

Charles Schwab is seeking an International Services ECG Associate to handle inbound chats and secure messages for international and domestic clients, assisting with trading and general account servicing needs. You will join a collaborative, growing team in a fast-paced environment to support trading across stocks, ETFs, mutual funds, and options.

The role emphasizes risk-aware client interaction, proactive engagement, and a willingness to learn in a dynamic setting, with hybrid work flexibility

Qualifications

• Active Series 7/63 licenses or ability to obtain within 6 months of start date.
• Read and write at professional level in English and 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 environment.
• Experience with risk awareness and mitigation.
• Strong research and problem-solving to fulfill client requests and support teammates.

Responsibilities

• Handle inbound chats and secure messages for international and domestic clients with trading and account servicing needs.
• Assist with trading stocks, ETFs, mutual funds and options.
• Support a collaborative team in a fast-paced environment.
• Build relationships that help clients Own Their Tomorrow.

Skills

Series 7/63

English & Mandarin

Chat/secure messaging

Proactve client engagement

Risk awareness

Problem solving

Customer service

Job description

Your opportunity

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

As anInternational ServicesECG Associate, you will take inboundchatsand secure messagesfromboth international(non-US residents) and domestic clients with all a full range of service and trading needs. You will workona 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 "OwnTheirTomorrow."

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 onchats/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 helpfulfillclient 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 openfrom5:00am -10:59pmCT.The current need is highest for later shifts.
• Experienceservinginternationalclientswithissues such as W8s, new account requirements, policies,procedures, etc.
• A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, andattainadditionalindustrylicensesfor personal growth.
• Resilience to help achieve clientsatisfactionin ademandingenvironment.

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