Specialist, Core Service ECG, Int'l Client Servicesq

The Charles Schwab Corporation; Westlake (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Language premium

Job summary

The Charles Schwab Corporation in Westlake, TX is seeking an International Services ECG Specialist to handle inbound chats and secure messages from international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and providing account servicing.

Qualified candidates hold FINRA Series 7/63 or 66, can read/write professional English and Spanish/Mandarin/Cantonese, have at least 2 years of experience with Schwab, and are comfortable working in a fast-paced team

Qualifications

• Must hold current FINRA Series 7/63 or 66 licenses.
• Read and write professional English; proficiency in Spanish, Mandarin or Cantonese preferred.
• Minimum 2 years of experience working with Schwab clients.
• Ability to work on chats/secure messages as business needs change.
• Demonstrated ability to use a structured conversation model to maximize client satisfaction.
• Strong risk-awareness and ability to identify issues in written interactions.
• Active contributor in meetings and team chats.

Responsibilities

• Take inbound chats and secure messages from international and domestic clients.
• Assist with trading stocks, ETFs, mutual funds and options, and general account servicing.
• Share trading, service, and product knowledge with the team in formal and informal settings.
• Collaborate in a fast-paced environment to support diverse international clients.

Skills

FINRA licenses

English

Spanish

Mandarin

Cantonese

Client service

Multilingual communication

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.

As anInternational Services ECG Specialist, you will take inbound chats and secure messages from international (non-US resident) and domestic clients. We provide a full range of service, trading, and language service needs. You will work on a collaborative, growing team in a fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The ECG Specialist role will also include sharing your trading, service, and professional knowledge with the team in various formal and informal settings. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.”

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required:

• Current and active FINRA Series 7 / 63 or 66 licenses.
• Read and write at professional level English as well as Spanish, Mandarin or Cantonese.
• Minimum 2 years of experience working with Schwab Clients.
• Flexible and able to work on chats / secure messages as business needs change.
• Illustrated ability to leverage the Edge 2.0 conversation model to maximize client satisfaction.
• Demonstrated excellence in key phone and/or ECG performance indicators.
• Demonstrate high level risk awareness by identifying written complaint language in interactions.
• Active contributor in meetings and team chats, with a desire to help increase team engagement.

Preferred:

• 5+ years of experience in client facing customer service roles.
• High flexibility in shift times as business needs change. Chat lines are open from 5:00am -10:59pm CT.
• Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.
• A passion to continually learn and teach your knowledge of personal finance, US and foreign markets, and the needs of our diverse international client base.
• Resilience to help achieve client satisfaction in a fast-paced environment.

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

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