Specialist, Core Service ECG, 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 location.

As an International Services ECG Specialist, you’ll have the opportunity to build on your Schwab experience while supporting a unique and growing client segment. In this role, you will assist international (non-U.S. resident) and domestic clients through inbound chats and secure messages, helping with trading, account servicing, language service needs, and complex client situations. You’ll be part of a collaborative, high-performing team where your trading knowledge, service mindset, and ability to support others will make a meaningful impact. This is a great opportunity for internal candidates who are ready to expand their expertise, grow their influence, and help clients “Own Their Tomorrow.” 

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 Qualifications:

• Current and active FINRA Series 7 / 63 or 66 licenses.
• Professional-level reading and writing skills in Mandarin/Cantonese.
• Minimum 2 years of experience working with Schwab clients.
• Flexibility and agility to support chats and secure messages as business needs evolve.
• Proven ability to leverage the Edge 2.0 conversation model to create strong client experiences.
• Demonstrated excellence in phone and/or ECG key performance indicators.
• Strong risk awareness, including the ability to identify written complaint language in client interactions.
• An active voice in meetings and team chats, with a desire to strengthen team engagement and share knowledge.

Preferred Qualifications:

• Previous ECG or MCT experience.
• 5+ years of experience in client-facing customer service roles.
• Willingness to support varying shifts as business needs change. Chat lines are open from 5:00 a.m. - 10:59 p.m. CT.
• Experience supporting international clients with W-8s, new account requirements, policies, procedures, and other specialized servicing needs.
• A passion for continuous learning and for sharing knowledge about personal finance, U.S. and foreign markets, and the needs of our diverse international client base.
• Resilience, ownership, and a client-first mindset in a fast-paced digital service environment.

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