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International Client Service Specialist
2 months ago
We are seeking a highly skilled and motivated Global Services Representative to join our team at Charles Schwab. As a key member of our client service team, you will be responsible for providing exceptional service to international clients, including those in Spanish and Chinese-speaking markets.
Key Responsibilities- Provide proactive and consultative service to clients, including trading and account servicing inquiries.
- Work collaboratively with internal partners to complete document translation services and support clients in foreign languages.
- Develop and maintain strong relationships with clients to drive client satisfaction and loyalty.
- Stay up-to-date on market trends and trading strategies to effectively discuss with clients.
- Must be able to read, write, and speak in Spanish or Chinese.
- FINRA Series 7 and 63 licenses required or a condition of employment to successfully obtain these licenses within the allotted training time.
- FINRA Series 9-10 license preferred.
- 3-5 years of experience in client service, financial services, and/or brokerage services with an emphasis on trading and client engagement.
- Passion for trading and market knowledge, with the ability to proactively discuss trading topics and solutions with clients.
- Shift flexibility and ability to work in a fast-paced call environment.
- Excellent analytical skills, with the ability to effectively mitigate risk and adhere to trading accuracy and policies.
- Ability to establish trust and rapport with clients over the phone.
- Excellent interpersonal and written skills, with a strong customer service focus.
- A competitive salary range.
- Bonus or incentive opportunities.
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
- A supportive culture and focus on employee development.
