Associate, Electronic Communications - International Client Services (Mandarin and/or Cantonese)

Charles Schwab; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

401(k) with company match

Paid parental leave

Sabbatical after 5 years

Job summary

Charles Schwab in Austin, TX seeks an International Services ECG Associate to handle inbound chats and secure messages for international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing.

The role emphasizes proactive client engagement, risk awareness, and ongoing learning in personal finance and markets, with a hybrid work arrangement and opportunities for growth and licensing.

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 Chinese.
• 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.

Responsibilities

• Take inbound chats and secure messages from international and domestic clients.
• Assist with trading stocks, ETFs, mutual funds and options and general account servicing inquiries.
• Collaborate with team in a fast-paced environment to support client needs.
• Help clients Own Their Tomorrow by providing proactive guidance and clear communication.

Skills

Series 7/63

English & Chinese fluency

Chat/secure message support

Proactive communication

Rapid learning

Risk awareness

Research & problem solving

Job description

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 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 Chinese.
• 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.

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.

Benefits

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