Specialist, Trader Service - International Client Services (Mandarin/Cantonese Required)

Charles Schwab Corporation; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Charles Schwab Corporation in Austin, TX, seeks an Inbound International Trader Service Specialist to act as the equities and derivatives expert for brokerage clients. You will address complex trades and provide proactive, client-focused service on first and second shifts.

The role requires Series 7/63 and Series 3 licenses (or ability to obtain), plus fluency in Mandarin and/or Cantonese and English. This is an on-site, growth-oriented position at Schwab.

Qualifications

• Required: Series 7 and 63 licenses, may be obtained as a condition of employment.
• Required: Series 3 license, may be obtained as a condition of employment.
• Ability to read, write and communicate in Mandarin and/or Cantonese and English.
• Preferred: 1 year of client service or financial services experience.
• Preferred: Series 9/10 and Series 34 licenses.
• Preferred: Bachelor's degree.

Responsibilities

• Serve as subject-matter expert to brokerage clients on equities and derivatives (options & futures).
• Handle first- and second-shift client trades with accuracy and client focus.
• Deliver proactive, consultative service and resolve client issues promptly.

Skills

Mandarin

Cantonese

English

Client Service

Education

Bachelor's Degree

Job description

Your Opportunity

In addition to the salary range, this role is eligible for bonus and language incentive opportunities.

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).

OurInternational Trader Service organizationhas been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as an Inbound International Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures). Working on the first and second shift, you’ll have increased exposure to complex client trades, offering an accelerated growth trajectory.

Our team consists of adiverseworkforce in all different stages of their careers, including career changers and individuals 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 with whom you can learn and grow -- this is the role for you.

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 Qualifications:

• Series 7 and 63 licenses (can be obtained as Condition of Employment)
• Series 3 license (can be obtained as Condition of Employment)
• Ability to read, write and communicate in Mandarin and/or Cantonese and English

Preferred Qualifications:

• 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
• Series 9/10 valued but not required
• Series 34 license
• Takes initiative and thrives in a fast-paced, independent environment
• A desire to learn and quickly progress through to Trader 3
• Bachelor’s Degree
• Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
• Current or previous contact center experience
• Ability to deliver a heightened client experience utilizing an advanced client dialog model
• Previous experience in customer service, client support and problem resolution skills
• Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Strong trading or familiarity with the securities industry and an understanding of options and equities
• Ability to serve as a peer mentor and role model to less tenured and less knowledgeable peers