Bilingual Client Services Associate — Mandarin/Cantonese

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Charles Schwab Corporation in Phoenix, AZ seeks an Associate, Bilingual Client Services Representative to service international and domestic clients with trading and account needs. You will assist with stocks, ETFs, mutual funds, and options, and provide translation support as required, contributing to a high-quality client experience.

The role requires reading/writing/speaking Mandarin or Cantonese in addition to English, holding or pursuing Series 7/63 licenses, and delivering excellent

Qualifications

• Fluent in English and Mandarin/Cantonese, able to read/write/speak.
• Series 7 and 63 licenses required or eligibility to obtain them during training.
• Strong communication skills to build trust with clients via phone, chat, and email.

Responsibilities

• Assist with trading stocks, ETFs, mutual funds, and options; provide general account servicing.
• Support translation services for internal partners and clients in foreign language as needed.
• Work in a collaborative, fast-paced environment to meet client objectives across channels.

Skills

Mandarin/Cantonese

Series 7 & 63

Communication skills

Customer service mindset

Flexibility

Education

Finance/economics/business studies

Bachelor’s degree preferred

Job description

Charles Schwab Corporation in Phoenix, AZ seeks an Associate, Bilingual Client Services Representative to service international and domestic clients with trading and account needs. You will assist with stocks, ETFs, mutual funds, and options, and provide translation support as required, contributing to a high-quality client experience.

The role requires reading/writing/speaking Mandarin or Cantonese in addition to English, holding or pursuing Series 7/63 licenses, and delivering excellent