Licensed Financial Client Service Representative - International Client Services

Charles Schwab Inc.; Austin (TX); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Charles Schwab Corporation in Austin, TX, is seeking a Licensed Financial Client Service Representative to support domestic and international clients with trading and account servicing needs.

The role involves handling stocks, ETFs, mutual funds and options, delivering service via phone, chat or email, and collaborating with internal teams to translate documents and service clients in foreign languages as needed.

Qualifications

• Series 7 and 63 licenses are required.
• Strong communication skills to build trust with clients.
• Able to work a structured schedule including pre-determined lunch/break times.
• Positive attitude, professionalism, and high integrity.
• Willingness to learn in a fast-paced environment.

Skills

Series 7

Series 63

Communication skills

Structured schedule

Integrity & ethics

Education

Bachelor’s degree preferred

Job description

Your Opportunity

In addition to the salary range, this role is eligible for a bonus opportunity.

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

As a Licensed Financial Client Service Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. 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:

• Series 7 & 63 licenses required
• Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication
• Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
• Willingness and desire to learn in a fast-paced and evolving environment.

Preferred Qualifications:

• 2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.
• 2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.
• Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.
• Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
• Flexible and able to work on emails/chats/phones as business needs change.
• High flexibility in shift times especially early in the morning as business needs.