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Associate, Electronic Communications, International Client Services (Mandarin/Cantonese)

Charles Schwab

Westlake, TXHybridJobNo compensation foundTracked 1w agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Westlake, TXHybrid
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

Series 7/63 LicenseAbility To Obtain Series 7/63 Within 6 Months

Job overview

Charles Schwab is hiring an Associate, Electronic Communications, International Client Services (Mandarin/Cantonese). The International Services ECG Associate will handle inbound chats and secure messages from both international and domestic clients, assisting with trading stocks, ETFs, mutual funds, and options while providing general account servicing. Working on a collaborative, fast‑paced team, the role focuses on proactive client engagement, risk awareness, and problem‑solving to help clients own their tomorrow.

Key focus areas include Handle inbound chats and secure messages for international and domestic clients, Assist clients with trading stocks, ETFs, mutual funds, and options, and Provide general account servicing inquiries and support.

Important skills include English, Chinese, Cantonese, Risk Awareness, Research, and Problem Solving. Preferred (not required): Customer Service, Communication, and Adaptability.

Skills & qualifications

RequiredNice to have

Skills

EnglishChineseCantoneseRisk AwarenessResearchProblem SolvingCustomer ServiceCommunicationChat HandlingConsultative EngagementAdaptability

Qualifications

Series 7/63 LicenseAbility to Obtain Series 7/63 Within 6 MonthsProfessional English Reading/WritingProfessional Mandarin Reading/WritingProfessional Cantonese Reading/WritingRisk Awareness and Mitigation Experience1+ Years Customer Service ExperienceWritten Channels Communication ExperienceInternational Client Service Experience (W8s, Account Requirements)

Benefits

401(k) Match
Medical Insurance
Dental Insurance
Vision Insurance
Parental Leave
Tuition Assistance

Full job description

Your opportunity

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

As an International Services ECG Associate, you will take inbound chats and secure messages from both 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 relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.”

What you have

Required Qualifications:

  • Current and active series 7/63 licenses OR ability to obtain within 6 months of start date as a condition of employment.

  • Read and write at professional level in English as well as Mandarin and/or Cantonese.

  • Flexible and able to work on chats/secure messages as business needs change.

  • Ability to engage clients in a proactive and consultative manner to build rapport.

  • Willingness and desire to learn in a fast-paced and evolving environment.

  • Experience with high focus on risk awareness and mitigation.

  • Effective research and problem-solving skills to help fulfill client requests as well as fellow supporting team members.

Preferred Qualifications:

  • 1+ years of outstanding customer service experience.

  • Experience communicating via written channels, emails or live chats.

  • High flexibility in shift times as business needs change. Chat lines are open from 5:00am -10:59pm CT. The current need is highest for later shifts.

  • Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.

  • A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, and attain additional industry licenses for personal growth.

  • Resilience to help achieve client satisfaction in a demanding environment.

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

What’s in it for you:

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. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

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