Associate – Core Service – International Client Services
| Company | Charles Schwab |
|---|---|
| Location | Westlake, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Must be able to read, write, and speak in Spanish.
- Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
- Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication
- Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
- Willingness and desire to learn in a fast-paced and evolving environment.
Responsibilities
- Service international (non-US residents) and domestic clients with all a full range of service and trading needs.
- Assist with trading stocks, ETFs, mutual funds, and options in addition to general account servicing inquiries.
- Complete document translation services for internal partners and service clients in foreign language as needed.
- Support clients within Stock Plan Services during evening and overnight shifts.
Preferred Qualifications
- 2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.
- 2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.
- Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.
- Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
- Flexible and able to work on emails/chats/phones as business needs change.
- High flexibility in shift times especially early in the morning as business needs.