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

Charles Schwab; Austin (TX); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+1

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

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

You will work on a collaborative, fast-paced team in a dynamic environment, engaging clients with proactive, consultative communication and strong problem-solving skills.

Qualifications

• English and Chinese proficiency at professional level.
• Current and active Series 7/63 licenses, or ability to obtain within 6 months.
• Ability to engage clients via chats/secure messages and build rapport.
• Willingness to learn in a fast-paced, evolving environment.
• Experience with risk awareness and mitigation and strong problem-solving skills.

Responsibilities

• Handle inbound chat and secure messages for international and domestic clients.
• Assist with trading stocks, ETFs, mutual funds and options and general account servicing.
• Engage clients in a proactive, consultative manner to build relationships.
• Maintain high standards of risk awareness and ensure regulatory compliance.

Skills

Bilingual English/Chinese

Consultative communication

Risk awareness

Problem solving

Chat/secure messaging support

Education

Series 7/63 licenses

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 chat messages 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 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.

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