Your Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities, including a language premiumfor qualified professionals.
As anInternational ServicesECG Associate, you will take inboundchatsand secure messagesfromboth international(non-US residents) and domestic clients with all a full range of service and trading needs. You will workona collaborative,growing team in afast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The relationships that you create and uphold will have a direct impact as you aid our clients to “OwnTheirTomorrow.”
What you have Required Qualifications:
Current and active series 7/63 licenses OR ability to obtain within 6 monthsof start dateas a condition of employment.
Read and write at professional level in English as well as Chinese.
Flexible and able to work onchats/secure messagesas business needs change.
Ability to engage clients in a proactive and consultative manner to build rapport.
Willingness and desire to learn in a fast-paced and evolving environment.
Experience with high focus on risk awareness and mitigation.
Effective research and problem-solving skills to helpfulfillclient requests as well as fellow supporting team members.
Preferred Qualifications:
1+ years of outstanding customer service experience.
Experience communicating via written channels,emails or live chats.
High flexibility in shift times as business needschange. Chat lines are openfrom5:00am -10:59pmCT.The current need is highest for later shifts.
Experienceservinginternationalclientswithissues such as W8s, new account requirements, policies,procedures, etc.
A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, andattainadditionalindustrylicensesfor personal growth.
Resilience to help achieve clientsatisfactionin ademandingenvironment.
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International Services Electronic Communications Group Associate (Spanish requir
Charles Schwab Inc. · Austin, TX, USA ·
- Job type:
- Full Time