Core Service Specialist Electronic Communications Group Spanish or Chinese Required

The Charles Schwab Corporation; Austin (TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation in Austin, TX is seeking an International Services ECG Specialist to handle inbound chats and secure messages from both international and domestic clients, assisting with trading and account servicing. You will work on a collaborative, fast-paced team, share your trading and service knowledge, and help clients own their tomorrow.

Fluency in English and Spanish or Chinese, FINRA licenses, and ECG/eServices experience are essential.

Qualifications

• > FINRA licenses required.
• '> Proficient in English; able to read/write Spanish or Chinese.
• '> Minimum 2 years ECG/eServices experience or 1 year supporting international clients.
• '> Flexible to work chats and secure messages as needed.
• '> Familiar with Edge 2.0 conversation model.
• '> Strong performance in ECG/phone metrics.
• '> Risk awareness in written interactions.
• '> Active contributor in meetings and chats.
• '> Preferred: 5+ years in client-facing roles.
• '> Preferred: wide shift availability; 5:00am–10:59pm CT.
• '> Experience handling international client issues (W8s, new accounts, etc.)

Responsibilities

• Handle inbound chats and secure messages from international and domestic clients.
• Assist with trading stocks, ETFs, mutual funds and options and general account servicing.
• Share trading, service, and professional knowledge with the team in formal and informal settings.
• Maintain strong client relationships and help clients own their tomorrow.
• Contribute to a fast-paced, collaborative team environment.

Skills

FINRA licenses (Series 7/63/66)

English proficiency

Spanish or Chinese language

ECG/eServices experience

MCT experience

Chat/secure messaging agility

Risk awareness and complaint language

Team collaboration and meetings

Shift flexibility

Tools

Edge 2.0 platform

Job description

Your Opportunity

As an International Services ECG Specialist, you will take inbound chats and secure messages from international (non-US resident) and domestic clients. We provide a full range of service, trading, and language service needs. You will work on a collaborative, growing team in a fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The ECG Specialist role will also include sharing your trading, service, and professional knowledge with the team in various formal and informal settings. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.”

What you have

Required Qualifications:

• Current and active FINRA Series 7 / 63 or 66 licenses.

• Read and write at professional level English as well as Spanish OR Chinese.

• Minimum 2 years of experience working in ECG/eServices, including MCT experience. OR Minimum one year assisting International clients.

• Flexible and able to work on chats / secure messages as business needs change.

• Illustrated ability to leverage the Edge 2.0 conversation model to maximize client satisfaction.

• Demonstrated excellence in key phone and/or ECG performance indicators.

• Demonstrate high level risk awareness by identifying written complaint language in interactions.

• Active contributor in meetings and team chats, with a desire to help increase team engagement.

Preferred Qualifications:

• 5+ years of experience in client facing customer service roles.

• High flexibility in shift times as business needs change. Chat lines are open from 5:00am -10:59pm CT. The current need is highest for later shifts.

• Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance