Bilingual Client Services Associate — Mandarin/Cantonese, Finance

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 42,000 - 68,000; Full time

Job summary

Charles Schwab Corporation in Phoenix seeks an Associate, Bilingual Client Services Representative to service international and domestic clients with full trading and account servicing needs. The role requires Mandarin/Cantonese fluency and licensing or ability to obtain Series 7 & 63.

Strong communication, a flexible schedule including evening/night shifts, and a collaborative, client-focused mindset are essential.

Qualifications

• In addition to English, must be able to read, write, and speak in Mandarin/Cantonese.
• Series 7 & 63 licenses required OR a condition to obtain within training time.
• Well-developed and effective communication skills to establish trust with clients.
• Able to adhere to a structured schedule including lunch/breaks as needed.
• Positive attitude, enthusiasm, professionalism, and integrity.
• Willingness to learn in a fast-paced environment.

Responsibilities

• Service international and domestic clients with trading and account inquiries.
• Assist with trading stocks, ETFs, mutual funds and options.
• Complete document translation services for internal partners and clients.
• Support clients during evening and overnight shifts within Stock Plan Services.

Skills

Bilingual Mandarin/Cantonese

Communication skills

Customer service

Education

Bachelor's degree preferred

Job description

Charles Schwab Corporation in Phoenix seeks an Associate, Bilingual Client Services Representative to service international and domestic clients with full trading and account servicing needs. The role requires Mandarin/Cantonese fluency and licensing or ability to obtain Series 7 & 63.

Strong communication, a flexible schedule including evening/night shifts, and a collaborative, client-focused mindset are essential.