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 will take inbound chats and secure messages from international (non-US resident) and domestic clients. We provide a full range of service, trading, and language service needs. You will work on a collaborative, growing team in a fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The ECG Specialist role will also include sharing your trading, service, and professional knowledge with the team in various formal and informal settings. The relationships that you create and uphold will have a direct impact as you aid our clients to “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:

• Current and active FINRA Series 7 / 63 or 66 licenses.
• Read and write at professional level English as well as Mandarin or Cantonese.
• Minimum 2 years of experience working in ECG, including MCT experience. OR Minimum one year assisting International clients.
• Flexible and able to work on chats / secure messages as business needs change.
• Illustrated ability to leverage the Edge 2.0 conversation model to maximize client satisfaction.
• Demonstrated excellence in key phone and/or ECG performance indicators.
• Demonstrate high level risk awareness by identifying written complaint language in interactions.
• Active contributor in meetings and team chats, with a desire to help increase team engagement.

Preferred:

• 5+ years of experience in client facing customer service roles.
• High flexibility in shift times as business needs change. Chat lines are open from 5:00am -10:59pm CT.
• Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.
• A passion to continually learn and teach your knowledge of personal finance, US and foreign markets, and the needs of our diverse international client base.
• Resilience to help achieve client satisfaction in a fast-paced environment.

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