International Services Electronic Communications Group Associate (Spanish required)

Charles Schwab Inc.

Austin (TX)

On-site

USD 42,000 - 62,000

Full time

5 days ago
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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

Your Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities, including a language premiumfor qualified professionals.

As anInternational ServicesECG Associate, you will take inboundchatsand secure messagesfromboth international(non-US residents) and domestic clients with all a full range of service and trading needs. You will workona collaborative,growing team in afast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The relationships that you create and uphold will have a direct impact as you aid our clients to “OwnTheirTomorrow.”

What you have

Required Qualifications:

  • Current and active series 7/63 licenses OR ability to obtain within 6 monthsof start dateas a condition of employment.
  • Read and write at professional level in English as well as Chinese.
  • Flexible and able to work onchats/secure messagesas 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 helpfulfillclient requests as well as fellow supporting team members.

Preferred Qualifications:

  • 1+ years of outstanding customer service experience.
  • Experience communicating via written channels,emails or live chats.
  • High flexibility in shift times as business needschange. Chat lines are openfrom5:00am -10:59pmCT.The current need is highest for later shifts.
  • Experienceservinginternationalclientswithissues such as W8s, new account requirements, policies,procedures, etc.
  • A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, andattainadditionalindustrylicensesfor personal growth.
  • Resilience to help achieve clientsatisfactionin ademandingenvironment.
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