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.
Charles Schwab, Hong Kong, Ltd., is an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities & Futures Commission ("SFC") to carry out the regulated activities in dealing in securities and advising on securities under CE number ADV256. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best Schwab has to offer.
To learn more about our client offerings visit: Charles Schwab – Hong Kong
What you’ll do:
We are looking for a passionate candidate as a primary contact point for fostering trust and confidence by delivering exceptional service to our customers. You are joining a team of professionals who champion each customer’s goals with integrity, working within a collaborative group committed to ensuring every customer interaction is both positive and productive.
Key Responsibilities:
Provide support and information to customers over the phone, face-to-face and through written communication with a “one call / interaction resolution”Actively promote and educate customers with respect to products and services offered by Charles Schwab, Hong KongActively listen and understand customer needs while addressing the root causes of issuesWork as a team member and individual contributor to meet team targetsInitiator for identifying and raising process and procedural enhancementsCollaborate with internal partners in resolving complex issues and / or escalation requestsStrong ability to diffuse difficult conversations, willing to take ownership and seek alternative solutions within your empowermentChampion client use of Schwab’s digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption of our platform What you haveThe ideal candidate should have:
Fluent in English, Cantonese and Mandarin (written and verbal)Bachelor’s degree with 5+ years in client service or within financial institution (Brokerage, Asset Management or Banking preferred)HKSFC type 1 & 4 licenses requiredFINRA Series 7 required (or obtainable within 180 days of hire)Strong teamwork, client focus, and integrity; positive and professional attitudeAble to handle complex tasks independently; skilled in customer follow-up, listening and problem-solvingProficient in Microsoft Office, especially Excel Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeedWhy work for us?
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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