Bilingual Global Trading Support Associate

Charles Schwab Corporation; Austin (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

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

You will work in a fast-paced team, applying risk awareness and consultative communication to build rapport and resolve client requests.

Qualifications

• Current and active Series 7/63 licenses or ability to obtain within 6 months of start date as a condition of employment.
• Read and write English at a professional level as well as Chinese.
• Flexible and able to work on chats/secure messages as business needs change.
• Ability to engage clients in a proactive and consultative manner to build rapport.
• Willingness and desire to learn in a fast-paced and evolving environment.
• Experience with high focus on risk awareness and mitigation.
• Effective research and problem-solving skills to fulfill client requests.

Responsibilities

• Handle inbound chats and secure messages for international and domestic clients.
• Assist with trading stocks, ETFs, mutual funds and options.
• Provide general account servicing support.
• Develop trusting client relationships to help clients Own Their Tomorrow.

Skills

Series 7/63 licenses

Bilingual English/Chinese

Chat support

Customer service

Job description

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

You will work in a fast-paced team, applying risk awareness and consultative communication to build rapport and resolve client requests.