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  • Specialist, Core Service - International Client…

    Charles Schwab (Westlake, TX)



    Apply Now

    Your opportunity

     

    As a **International Client Service Specialist** , you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”

     

    What you have

    Required Qualifications:

    + Must be able to read, write, and speak in Spanish or Mandarin/Cantonese.

    + FINRA Series 7 and 63 licenses required

    + 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.

    Preferred Qualifications:

    + Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.

    + This department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.

    + Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines

    + A passion to continually learn, growing your knowledge in personal finance

    + Ability to establish trust and rapport with clients over the phone, chats or email

    + Excellent interpersonal and written skills with a strong customer service focus are essential

    + Resilience to help achieve client happiness in a fast-paced call environment

    + FINRA Series 9-10 license preferred

     

    What’s in it for you

     

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, 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:

    + Base salary + annual bonus

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

     

    _In addition to the salary range, this role is also 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. 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

    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.

     


    Apply Now



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