Specialist, International Client Services Representative
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 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
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. 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 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
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.