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

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Austin, TX is seeking an Inbound International Trader Service Specialist to service brokerage clients as a subject matter expert in equities and derivatives. This on-site role supports first and second shifts with exposure to complex trades, offering an accelerated growth trajectory and ongoing learning.

The ideal candidate will hold required licenses or pursue them as conditions of employment, and excel in a fast-paced, client-focused environment focused on trust and

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

Responsibilities

• Work with brokerage clients as the subject matter expert in equities and derivatives
• Handle first and second shift with exposure to complex client trades
• Provide outstanding service and continuous learning in trading topics

Skills

Client service

Trading knowledge

Risk awareness

Problem resolution

Mentoring peers

Education

Bachelor’s Degree

Tools

Series 7 license

Series 63 license

Series 3 license

Series 9/10 license

Series 34 license

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).

Our International Trader Service organization has 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 a diverse workforce 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

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