Senior Specialist, International Client Services- Charles Schwab Hong Kong
Your Opportunity
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.
Charles Schwab, Hong Kong, Ltd., is an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities & Futures Commission ("SFC") to carry out the regulated activities in dealing in securities and advising on securities under CE number ADV256. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best Schwab has to offer.
To learn more about our client offerings visit: Charles Schwab – Hong Kong
What you’ll do:
We are looking for a passionate candidate as a primary contact point for fostering trust and confidence by delivering exceptional service to our customers. You are joining a team of professionals who champion each customer’s goals with integrity, working within a collaborative group committed to ensuring every customer interaction is both positive and productive.
Key Responsibilities:
- Provide support and information to customers over the phone, face-to-face and through written communication with a “one call / interaction resolution”
- Actively promote and educate customers with respect to products and services offered by Charles Schwab, Hong Kong
- Actively listen and understand customer needs while addressing the root causes of issues
- Work as a team member and individual contributor to meet team targets
- Initiator for identifying and raising process and procedural enhancements
- Collaborate with internal partners in resolving complex issues and / or escalation requests
- Strong ability to diffuse difficult conversations, willing to take ownership and seek alternative solutions within your empowerment
- Champion client use of Schwab’s digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption of our platform
What you have
The ideal candidate should have:
- Fluent in English, Cantonese and Mandarin (written and verbal)
- Bachelor’s degree with 5+ years in client service or within financial institution (Brokerage, Asset Management or Banking preferred)
- HKSFC type 1 & 4 licenses required
- FINRA Series 7 required (or obtainable within 180 days of hire)
- Strong teamwork, client focus, and integrity; positive and professional attitude
- Able to handle complex tasks independently; skilled in customer follow-up, listening and problem-solving
- Proficient in Microsoft Office, especially Excel
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Pension plan
- Paid time for vacation and volunteering
- Paid parental leave and family building benefits
- Medical and dental insurance
- Employee Assistance Program
- Global medical business travel insurance
What you are good at
What you have
The ideal candidate should have:
- Fluent in English, Cantonese and Mandarin (written and verbal)
- Bachelor’s degree with 5+ years in client service or within financial institution (Brokerage, Asset Management or Banking preferred)
- HKSFC type 1 & 4 licenses required
- FINRA Series 7 required (or obtainable within 180 days of hire)
- Strong teamwork, client focus, and integrity; positive and professional attitude
- Able to handle complex tasks independently; skilled in customer follow-up, listening and problem-solving
- Proficient in Microsoft Office, especially Excel
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.