Senior Specialist, International Client Services

The Charles Schwab Corporation; Austin (TX); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time off and sabbatical after 5 y

Tuition reimbursement

Job summary

The Charles Schwab Corporation in Austin is creating an International Client Services ECG team. You will onboard new brokers after licensing and, as a senior member, provide peer leadership and supervision.

Your client-facing role includes guiding inbound chats and secure messages for international clients with a full range of service and trading needs. As a supervisor, you will coordinate with ICD ECG managers to ensure reviews, complaints, and supervision tasks are completed, and you will

Qualifications

• Current and active FINRA Series 7, 63 or 66, and 9/10 supervisory licenses.
• Read and write at a professional level in English as well as Spanish or Mandarin/Cantonese.
• Minimum two years experience working in a client-facing role at Schwab.
• Flexibility to work chats, secure messages, or administrative / supervisory tasks as business needs change.
• Illustrated ability to leverage the Edge conversation model to maximize client satisfaction.
• Demonstrated excellence in key phone and/or ECG performance indicators.
• High level risk awareness to identify potential written complaint language.
• Active leader and contributor in meetings and team chats, with a desire to contribute to team engagement and learning.
• Leadership role in documented IDP or stated goal.

Responsibilities

• Onboard brand-new brokers as they join the team after licensing.
• As a senior member, provide peer leadership and supervision.
• Handle inbound chats and secure messages from international clients with service and trading needs.
• Collaborate with ICD ECG managers and other supervisors on reviews, complaints and supervisory tasks.
• Interact with clients and supervise interactions in multiple languages.

Skills

FINRA licenses

Bilingual English/Spanish

Client-facing experience

Job description

The Charles Schwab Corporation in Austin is creating an International Client Services ECG team. You will onboard new brokers after licensing and, as a senior member, provide peer leadership and supervision.

Your client-facing role includes guiding inbound chats and secure messages for international clients with a full range of service and trading needs. As a supervisor, you will coordinate with ICD ECG managers to ensure reviews, complaints, and supervision tasks are completed, and you will