Bilingual Global Client Services Associate

Charles Schwab; Austin (TX); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+1

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Austin, TX is seeking an International Services ECG Associate to handle inbound chat messages and secure messages from international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing inquiries.

You will work on a collaborative, fast-paced team in a dynamic environment, engaging clients with proactive, consultative communication and strong problem-solving skills.

Qualifications

• English and Chinese proficiency at professional level.
• Current and active Series 7/63 licenses, or ability to obtain within 6 months.
• Ability to engage clients via chats/secure messages and build rapport.
• Willingness to learn in a fast-paced, evolving environment.
• Experience with risk awareness and mitigation and strong problem-solving skills.

Responsibilities

• Handle inbound chat and secure messages for international and domestic clients.
• Assist with trading stocks, ETFs, mutual funds and options and general account servicing.
• Engage clients in a proactive, consultative manner to build relationships.
• Maintain high standards of risk awareness and ensure regulatory compliance.

Skills

Bilingual English/Chinese

Consultative communication

Risk awareness

Problem solving

Chat/secure messaging support

Education

Series 7/63 licenses

Job description

Charles Schwab in Austin, TX is seeking an International Services ECG Associate to handle inbound chat messages and secure messages from international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing inquiries.

You will work on a collaborative, fast-paced team in a dynamic environment, engaging clients with proactive, consultative communication and strong problem-solving skills.