Bilingual Client Service Representative (Mandarin required)

Charles Schwab Inc.; Austin (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Bonus

Language incentives

Job summary

Charles Schwab Corporation seeks a Bilingual Client Service Representative to serve international and domestic clients with a full range of trading and account servicing needs. You will help with trading stocks, ETFs, mutual funds and options, and provide translation support for internal partners and clients in Mandarin as needed.

The role involves a structured schedule with potential evening/overnight shifts to support Stock Plan Services; strong communication skills and integrity are essential

Qualifications

• In addition to English, must be able to read, write, and speak in Mandarin.
• Series 7 & 63 licenses required OR a condition to obtain within training time.
• Well-developed communication skills to establish trust and rapport with clients, verbally and in writing.
• Available to work a structured schedule including pre-determined lunch and break times.
• Positive attitude, enthusiasm, professionalism, integrity and work ethic.
• Willingness to learn in a fast-paced and evolving environment.

Responsibilities

• Serve international and domestic clients with a full range of service and trading needs.
• Assist with trading stocks, ETFs, mutual funds and options; handle general account servicing inquiries.
• Provide document translation services for internal partners and clients in a foreign language as needed.
• Support Stock Plan Services with evening and overnight shifts.

Skills

Mandarin fluency

Series 7 & 63 licenses

Client communication

Fast-paced environment

Financial services knowledge

Education

Finance/economics coursework

Job description

Your Opportunity

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

At Schwab, we e s we re committed to empowering our employees 9 s 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.

As a Bilingual Client Service Representative, 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.”

What you have

Required Qualifications:

• In addition to English, must be able to read, write, and speak in Mandarin
• 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; bachelors 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.