Bilingual Client Service Representative (Mandarin required)

Charles Schwab Inc.; Westlake (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

Charles Schwab Corporation is seeking a Bilingual Client Services Representative in Westlake, TX. The role serves both international and domestic clients, handling trading and servicing needs for stocks, ETFs, mutual funds, and options.

Translation support for internal partners and clients is also provided, with evening/overnight shifts available. Required Mandarin language skills (read/write/speak) in addition to English, plus Series 7 & 63 licenses or a condition to obtain them during

Qualifications

• Proficiency in Mandarin beyond English is required.
• Strong written and verbal communication for client interactions.
• Licensing: Series 7 & 63 or the ability to obtain them within training time.
• Ability to follow a structured schedule with fixed lunch/break times.
• Demonstrated integrity and a professional demeanor; eagerness to learn in a fast-paced environment.

Responsibilities

• Serve international and domestic clients with trading and servicing needs.
• Assist with trading stocks, ETFs, mutual funds and options.
• Provide document translation services for internal partners and clients as needed.
• Support Stock Plan Services during evenings and overnight shifts.

Skills

Mandarin (reading/writing/speaking)

Communication skills

Series 7 & 63 licensing or conditional

Structured schedule adherence

Integrity and professionalism

Education

2+ years college in finance/economics/business

Bachelor’s degree preferred

Job description

Your Opportunity

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

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.

As a Bilingual Client Services 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; 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.