Specialist, Core Service - International Client Services (Mandarin or Cantonese Required)
Your Opportunity
Your opportunity
In addition to the salary range, this role is eligible for a bonus and language incentive opportunities.
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 a Specialist - International Client Services Professional, your interactions with clients will be phone based with our International and Domestic clients (individual investors) that are trading securities in the US exchanges. You will work in a collaborative, fast-paced environment, to assist with customer service and trading for both Domestic and International clients. The relationships that you create and uphold will have direct impacts as you aid our clients to “Own their tomorrow”.
What you have
Required Qualifications:
- FINRA Series 7 and 63 licenses required
Preferred Qualifications:
- English or Bilingual in Spanish, Cantonese, or Mandarin (need to be able to speak, read and write)
- Preferably 1-3 years of experience in Client Service (Core or eServices), Financial Services and/or Brokerage Services with an emphasis in 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.
- This department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- A passion to continually learn, growing your knowledge in personal finance
- Ability to establish trust and rapport with clients over the phone
- Excellent interpersonal and written skills with a strong customer service focus are essential
- Resilience to help achieve client happiness in a fast-paced call environment
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:
- FINRA Series 7 and 63 licenses required
Preferred Qualifications:
- English or Bilingual in Spanish, Cantonese, or Mandarin (need to be able to speak, read and write)
- Preferably 1-3 years of experience in Client Service (Core or eServices), Financial Services and/or Brokerage Services with an emphasis in 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.
- This department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- A passion to continually learn, growing your knowledge in personal finance
- Ability to establish trust and rapport with clients over the phone
- Excellent interpersonal and written skills with a strong customer service focus are essential
- Resilience to help achieve client happiness in a fast-paced call 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.