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 Client Relationship Specialist (CRS), you have the opportunity to bring your passion for operations and service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of the International branches, under the guidance of a Branch Manager, who you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role.
Within International Services, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you haveRequired Qualifications:
2+ years of Client/Customer Service experience2+ years working with International clientsBi-lingual ability to read, write, and speak fluently required; Mandarin/Cantonese preferred
Preferred Qualifications:
Familiarity with International jurisdictions, Schwab’s Cross-Border Initiatives (CBIT), and/or non-US entity accounts including offshore corporations.Previous experience in Financial Services/Wealth Management and/or closely related industry.While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licensesAbility to handle client needs with tact and diplomacyOutstanding written and oral communication skillsExperience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyAbility to build and maintain good cross-enterprise working relationshipsBasic understanding of brokerage regulations and rules that govern client accounts
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees 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 Application FAQsSoftware Powered by iCIMS
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