Bilingual Client Services Associate (Mandarin/Cantonese)

Charles Schwab; Phoenix (AZ); Hybrid; USD 48,000 - 62,000; Full time

Benefits offered by this job

Bonus & language incentive

Hybrid work

401(k) with company match

Employee stock purchase plan

Paid time off & sabbatical after years

Parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Phoenix, AZ seeks an Associate, Bilingual Client Services Representative to service international and domestic clients with trading and account servicing needs. You will assist with stocks, ETFs, mutual funds and options, and translate documents for internal partners and clients.

Evening and overnight shifts support Stock Plan Services. Fluency in Mandarin/Cantonese and Series 7/63 license or training path required.

Qualifications

• Bilingual English and Mandarin/Cantonese required with reading/writing/speaking ability.
• Licenses or ability to obtain Series 7 & 63 within training time.
• Clear, effective communication to build client trust.
• Willingness to work structured shifts including early mornings/overnights as needed.

Responsibilities

• Serve international and domestic clients with trading and account servicing.
• Assist with trading stocks, ETFs, mutual funds and options.
• Provide document translation support for internal partners and clients.

Skills

Mandarin/Cantonese

Series 7 & 63 licenses

Strong communication skills

Flexibility in shifts

Ethical, trustworthy

Education

2+ years college study in finance/economics/business

Bachelor’s degree preferred

Job description

Charles Schwab in Phoenix, AZ seeks an Associate, Bilingual Client Services Representative to service international and domestic clients with trading and account servicing needs. You will assist with stocks, ETFs, mutual funds and options, and translate documents for internal partners and clients.

Evening and overnight shifts support Stock Plan Services. Fluency in Mandarin/Cantonese and Series 7/63 license or training path required.