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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._

As an International Client Relationship Specialist (CRS), you have the opportunity to bring your passion for operations and service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of the International branches, under the guidance of a Branch Manager, who you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role.

Within International Services, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

What you have

Required Qualifications:

+ 2+ years of Client/Customer Service experience

+ 2+ years working with International clients

+ Fluency in Spanish or Chinese

Preferred Qualifications:

+ Familiarity with International jurisdictions, Schwab’s Cross-Border Initiatives (CBIT), and/or non-US entity accounts including offshore corporations.

+ Previous experience in Financial Services/Wealth Management and/or closely related industry.

+ While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses

+ Ability to handle client needs with tact and diplomacy

+ Outstanding written and oral communication skills

+ Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

+ Ability to build and maintain good cross-enterprise working relationships

+ Basic understanding of brokerage regulations and rules that govern client accounts

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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.