Global ECG Associate — Mandarin Client Services (Hybrid)

Charles Schwab; Westlake (TX); Híbrido; USD 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Health, dental, and vision insurance

Paid time for vacation and sabbatical

Descripción de la vacante

Charles Schwab is seeking an International Services ECG Associate to handle inbound chats and secure messages for international and domestic clients, assisting with trading and general account servicing needs. You will join a collaborative, growing team in a fast-paced environment to support trading across stocks, ETFs, mutual funds, and options.

The role emphasizes risk-aware client interaction, proactive engagement, and a willingness to learn in a dynamic setting, with hybrid work flexibility

Formación

• Active Series 7/63 licenses or ability to obtain within 6 months of start date.
• Read and write at professional level in English and Mandarin.
• 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 environment.
• Experience with risk awareness and mitigation.
• Strong research and problem-solving to fulfill client requests and support teammates.

Responsabilidades

• Handle inbound chats and secure messages for international and domestic clients with trading and account servicing needs.
• Assist with trading stocks, ETFs, mutual funds and options.
• Support a collaborative team in a fast-paced environment.
• Build relationships that help clients Own Their Tomorrow.

Conocimientos

Series 7/63

English & Mandarin

Chat/secure messaging

Proactve client engagement

Risk awareness

Problem solving

Customer service

Descripción del empleo

Charles Schwab is seeking an International Services ECG Associate to handle inbound chats and secure messages for international and domestic clients, assisting with trading and general account servicing needs. You will join a collaborative, growing team in a fast-paced environment to support trading across stocks, ETFs, mutual funds, and options.

The role emphasizes risk-aware client interaction, proactive engagement, and a willingness to learn in a dynamic setting, with hybrid work flexibility