Specialist, Private Client Services - Int'l Client Services
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.
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 locations.
While Schwab remains committed to supporting career growth for all employees, applicants must currently be part of the Investor Services or International organizations to be considered for this opportunity.
Additionally, to align with this organization’s growth strategy, employees must currently be located in, or be willing to relocate to, one of the following locations: Orlando, Lone Tree, Westlake, Omaha. (Relocation assistance is not available.)
This position involves primarily servicing Schwab’s HNW international clients. Specialists handle inbound and outbound calls, emails, and inbound chats. Providing single-point-of-contact resolution to all client issues, taking ownership to ensure completion, and being able to have nuanced, high-level conversations about HNW client needs including discussing trading and advice products, investing fundamentals including impacts of tax and estate laws on non-US clients.
Provide a single point of resolution when handling inbound calls, chats, and emails from Global Services HNW clients and US customers who prefer speaking in Spanish or Chinese. The Global Private Client Services team will serve as a single point of contact for predominantly non-trader HNW customers who need help with their account. Maintaining high service levels and high client satisfaction are primary goals of this team. In addition to taking inbound client requests, this team will also perform outbound calling campaigns to this client segment for special projects or service needs to maintain the high experience we aim for this special client segment.
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required:
- Mandarin, Cantonese proficiency required
- Bachelor’s degree or equivalent experience
- 2+ years’ experience servicing international clients and an equivalent level of knowledge of securities industry required
- Knowledge of Schwab’s international client rules, jurisdictional governance, product limitations and nuances with servicing non-US customers
- Series 7, 63 required
- Series 66 (or 63 and 65) required
Preferred:
- General experience in problem resolution and the display of client empathy
- Strong relationship-building capabilities
- Must have necessary sense of urgency, ability to multitask, and good judgment and prioritization skills
- Must possess excellent oral and written communication skills
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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