Manager, Trader Service - Int'l Client Services

The Charles Schwab Corporation; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

The Charles Schwab Corporation in Austin seeks an International Trader Service Manager to guide clients through options, futures, and equity trades while delivering exceptional service on site. You will act as a market expert and educate clients with confidence and integrity.

Your background includes strong trading knowledge, FINRA licenses, and leadership experience. You will mentor colleagues and collaborate with financial consultants to meet client needs, growth, and compliance in a dynamic,

Qualifications

• Mandarin or Spanish speaker required.
• Active FINRA Series 3, 34, 7, 9, 10, and 63 licenses. Series 4 and 24 may replace Series 9 and 10 for highly qualified individuals.
• 2+ years of experience in Client Service or Brokerage with a trading focus.
• 2 years as a Team Manager or Assistant Team Manager.
• Bachelor's degree or equivalent work experience.
• Strong trading knowledge and risk awareness.

Responsibilities

• Educate and advise clients on options, equities, and futures trading.
• Act as a client advocate and solve client needs.
• Provide market insights and one-on-one guidance.
• Collaborate with Financial Consultants for business opportunities.
• Maintain high accuracy and comply with policies.

Skills

Mandarin or Spanish Speaker

FINRA Licenses

Client Service Experience

Trading Knowledge

Team Management

TOS familiarity

Education

Bachelor's degree or equivalent

Tools

TOS Platform

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

We are champions of investors and are looking for other advocates to join our team as anInternational Trader Service Managerworking with brokerage clients trading equity, options, futures, that may also use portfolio margin. We are seeking professionals who enjoy assisting others as they trade in the financial markets. People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer.

If this opportunity sounds appealing, you’ve come to the right place. Our team consists of adiverseworkforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like‑minded individuals to learn from that share a deep understanding of financial markets, this may be the job for you.

In this role you will:

• Providing our clients with outstanding experiences is the priority at Schwab. Our goal is to enhance client dedication with every interaction, bringing your personality to your calls to build memorable experiences. Our team consults with clients on options, futures, portfolio margin, and equity trades and questions. With a focus on encouraging client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that allows employees to succeed in all aspects of their careers.
• Schwab International Trader Service Mangers act as market and trading experts for Schwab to educate, guide, and assist clients. A career in Client Service and Support begins with a substantial client‑focused mentality and a strong desire to help clients meet their financial goals.
• Schwab takes an innovative investing approach. We build trust and inspire confidence through exceptional service, one connection at a time. Our dedicated trading mangers provide market insight and one‑on‑one assistance to help our clients with our unbiased approach to navigating the markets.
• Additionally, we provide online research and commentary on current market conditions and investing fundamentals. Whether clients are self‑directed or looking to partner with Schwab to manage their portfolios, we are here to help them find the right products to meet their needs and investing goals. We help clients at all stages of investing take charge of their futures andOwn Their Tomorrow.

Through your client conversations, you will:

• Educate clients -engage clients in discussions focused on educating and providing guidance related to their investing needs.
• Be a client advocate -Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.
• Uncover solutions‑based options for clients -client needs can range from actual trade execution to more complex research and portfolio reviews. Execute transactions and provide the next steps for obtaining guidance based on the client’s objectives, time horizon, and risk tolerance.
• Be consultative-Ask the right questions to provide options when appropriate that align with client goals. We also partner with the client’s Financial Consultant for identified business development opportunities.
• Build strong client and internal relationships -Collaborate in a team‑based environment with a diverse group of professionals focused on meeting the clients’ needs and Charles Schwab & Co.
• Grow through a defined model of success -Participate in our merit‑based performance culture where employees feel empowered to own their careers, focusing on addressing clients’ needs, personalizing each interaction, and valuing clients and their time.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have:

Required:

• Mandarin or Spanish Speaker
• Active FINRA Series, 3, 34, 7, 9, 10, and 63. Series 4 and 24 may replace Series 9 and 10 requirement. Willing to consider COE for Series 34 & 3 for highly qualified individuals
• 3+ years of experience in Client Service, Financial Services and/or Brokerage Services, with an emphasis in trading, interacting with clients in a proactive and consultative manner
• Candidates with 1+ years’ experience with derivatives products will be considered in lieu of certifications. Licensure will be done as a condition of employment
• 2 years experience as a Team Manager or Assistant Team Manager
• 2-3 years of experience with TOS and TOS Chat
• Bachelor's degree or equivalent work experience
• Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
• Be able to demonstrate mastery of holding discussions regarding complex trading products, risk management, financial markets, investing principles, and all Schwab trading systems
• Be able to be designated as a department mentor and point of contact for Trader Service professionals to help educate and upskill in Schwab Trading products and services
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Act as a subject matter expert to help with escalated client or trading concerns and be able to provide solutions to department leadership as needed

Preferred:

• Ability to ask appropriate, probing questions to clearly understand the client’s needs. Using good judgment when responding and selecting language and examples tailored to the specific experience level of the client
• Collaborative and relationship‑focused work style with demonstrated success in a team environment
• Practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic with a high integrity level

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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