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International eServices - Specialist, Global Services Representative

Location Phoenix, Arizona, United States Requisition ID 2024-104471 Category Customer Service / Client Service Position Type Regular
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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.

As an international eServices representative, your interactions with clients will be primarily via chat and email. You will work in a collaborative, fast-paced environment, to assist our international clients with customer service and trading. The relationships that you create and uphold will have direct impacts as you aid our clients to “Own their tomorrow”.

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 English or Spanish or Chinese/Mandarin.
  • FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time
  • 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
  • Excellent interpersonal and written skills with a strong customer service focus are essential
  • Preferably 1-2 years of experience in Client Service (Core), eServices, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
  • 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
  • Ability to establish trust and rapport with clients over chat and email
  • Resilience to help achieve client happiness in a fast-paced chat and email environment

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 you are good at

What you have

Required Qualifications:

  • Must be able to read, write, and speak in English or Spanish or Chinese/Mandarin.
  • FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time
  • 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
  • Excellent interpersonal and written skills with a strong customer service focus are essential
  • Preferably 1-2 years of experience in Client Service (Core), eServices, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
  • 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
  • Ability to establish trust and rapport with clients over chat and email
  • Resilience to help achieve client happiness in a fast-paced chat and email environment

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.

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