Description

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 Service Representative, 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."

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).

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

What you have

Required Qualifications:

• Must be able to read, write, and speak in Spanish or Chinese/Mandarin.

• FINRA Series 7 and 63 licenses required.

• Outstanding customer service experience

• Well-developed and effective writing skills to establish trust and rapport with clients through written communication

Preferred Qualifications:

• Ability to engage clients via concurrent chats as well as email and phone

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

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

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

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

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



Requisition #: 2025-116946

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Requirements

2025-116946