Specialist, Core Service, Electronic Communications - International 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(s).
As an International Services ECG Specialist, you will take inbound chats and secure messages from international (non-US residents) and domestic clients with all a full range of service and trading 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 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 and your teammates 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 Qualifications:
- Current and active FINRA Series 7 / 63 or 66 licenses.
- Read and write at professional level English.
- Minimum 2 years of experience working with Genesys in ECG/eServices, including MCT experience.
- Flexible and able to work on chats / secure messages as business needs change.
- Illustrated ability to leverage EDGE conversation model to maximize client satisfaction.
- Demonstrated excellence in key phone and/or ECG performance indicators.
- High level risk awareness by identifying written complaint language hidden in interactions.
- Active contributor in meetings/Teams chat, with a desire to help increase team engagement.
Preferred Qualifications:
- Preference for candidates who can write professionally in Spanish, Chinese, or other additional languages.
- 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.
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