Associate, Core Service – International Client Services Rep(Mandarin or Cantonese Required)

Charles Schwab; Orlando (FL); Hybrid; USD 48,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision insurance

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Job summary

Charles Schwab in Orlando, FL seeks an International Client Service Associate to service international and domestic clients with all trading and account inquiries. You will support trading stocks, ETFs, mutual funds and options and may translate documents for clients as needed.

The role is based in Orlando with a hybrid schedule post training. Fluency in Mandarin and Cantonese is required; Series 7 and 63 licenses or a commitment to obtain them within the training period is expected.

Qualifications

• Must read, write, and speak Mandarin and/or Cantonese.
• Series 7 & 63 licenses required OR a condition to obtain these licenses within training time.
• Well-developed and effective communication skills to establish trust and rapport with clients.
• Available to work in a structured schedule with pre-determined lunch/break times.
• Positive attitude, enthusiasm, professionalism, and strong work ethic.

Responsibilities

• Service international and domestic clients with trading needs.
• Assist with trading stocks, ETFs, mutual funds and options; handle account inquiries.
• Provide document translation for internal partners and clients as needed.
• Support clients during evening and overnight shifts for Stock Plan Services.

Skills

Mandarin/Cantonese

Communication skills

Willingness to learn

Education

2 years college study in finance/economics/business

Bachelor’s degree preferred

Job description

Position Type: Regular
Your opportunity

As a International Client Service Associate, 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 Mandarin and or Cantonese.
• Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
• Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication
• Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
• Willingness and desire to learn in a fast-paced and evolving environment.

Preferred Qualifications:

• 2 years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.
• 2 year of customer service experience, preferably in financial services; 1 years of experience working with clients through phone/chats/emails.
• Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.
• Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
• Flexible and able to work on emails/chats/phones as business needs change.
• High flexibility in shift times especially early in the morning as business needs.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you — both today and in the future:

• Base salary annual bonus
• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our 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 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