As a International Client Service Specialist, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”
NOTE: This position is based in Orlando, FL and available for a Hybrid schedule post training. 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).
What you haveTo ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
Must be able to read, write, and speak in Spanish or Chinese/Mandarin (or Cantonese). FINRA Series 7 and 63 licenses required 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
Preferred Qualifications:
FINRA Series 9-10 license preferred Bachelor’s Degree Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner. Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients. This department operates 24hrs a day, 6 days a week, so shift flexibility is highly preferred. Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines A passion to continually learn, growing your knowledge in personal finance, US and foreign markets Ability to establish trust and rapport with clients over the phone Excellent interpersonal and written skills with a strong customer service focus are essential Resilience to help achieve client happiness in a fast-paced call environment Well-developed and effective writing skills to establish trust and rapport with clients through written communication
In addition to the salary range, this role is also 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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