Bilingual Client Service Associate ECG for International Client Services

Your Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities, including a language premium for qualified professionals. 

This is a unique opportunity to work with International Client Services ECG leadership to stand up a new team in our Austin location. As an International Client Services ECG Associate, your first steps will be to learn the ins and outs of the International Client Service business. Through training and shadowing, you will get up to speed on the unique needs of Schwab’s clients who reside outside the US, and how to assist them via written channels like chat and secure message. Next, you will help onboard brand-new brokers as they join our first Austin ICS ECG team after completing licensing. Then, as an experienced Schwabbie, you will continue as a peer leader to support this growing segment. Your client-facing role will be to take inbound chats and secure messages from international clients with a full range of service and trading needs. Your skills will also be utilized to interact with clients in multiple languages. The relationships that you create and uphold will have a direct impact as you aid our clients and your teammates to “Own Their Tomorrow.”

What you have

Required Qualifications:

• Current and active series 7/63 licenses OR ability to obtain within 6 months of start date as a condition of employment. 
• Read and write at professional level in English as well as Chinese or Spanish.
• Flexible and able to work on chats/secure messages as business needs change. 
• Ability to engage clients in a proactive and consultative manner to build rapport.  
• Willingness and desire to learn in a fast-paced and evolving environment. 
• Experience with high focus on risk awareness and mitigation. 
• Effective research and problem-solving skills to help fulfill client requests as well as fellow supporting team members. 

Preferred Qualifications:

• 1+ years of outstanding customer service experience. 
• Experience communicating via written channels, emails or live chats. 
• High flexibility in shift times as business needs change. Chat lines are open from 5:00am -10:59pm CT. The current need is highest for later shifts. 
• Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.  
• A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, and attain additional industry licenses for personal growth. 
• Resilience to help achieve client satisfaction in a demanding environment.