Sr Specialist, Core Service - ECG - International Client Services

Your Opportunity

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 Sr Specialist, you will help onboard brand-new brokers as they join the team after completing licensing. Then, as a senior member of team, you will continue as a peer leader and supervisor. 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. As a supervisor, you will work collaboratively with ICS ECG managers and other supervisors to ensure reviews, complaints, and other supervisory tasks are completed. Your skills will also be utilized to interact with clients and supervise interactions in multiple languages. Being a leader on one of the first International teams to be set up in this location is a career making opportunity as the relationships you create and uphold will have a direct impact on the future as you aid our clients and your teammates to “Own Their Tomorrow.” 

What you have

Required Qualifications:

• Current and active FINRA Series 7, 63 or 66, and 9/10 supervisory licenses.
• Read and write at a professional level in English as well as Spanish or Mandarin/Cantonese.
• Minimum two years experience working in a client-facing role at Schwab.
• Flexibility to work chats, secure messages, or administrative / supervisory tasks as business needs change.
• Illustrated ability to leverage the Edge conversation model to maximize client satisfaction.
• Demonstrated excellence in key phone and/or ECG performance indicators.
• High level risk awareness to identify potential written complaint language.
• Active leader and contributor in meetings and team chats, with a desire to contribute to team engagement and learning.
• Leadership role in documented IDP or stated goal.

Preferred Qualifications:

• 5+ years of experience in client facing customer service roles.
• High flexibility in shift times as business needs change. This team may work slightly varied shift times to cover language needs. Chat lines are open from 5am-11pm CT.
• Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.
• A passion to continually expand and share your knowledge of personal finance, US and foreign markets, Schwab International products and services, and the needs of our diverse international client base.

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