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About the Role

As a Financial Client Services Representative, you will service international (non-US residents) and domestic clients with 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.”

Responsibilities

Service international (non-US residents) and domestic clients with a full range of service and trading needs.
Assist with trading stocks, ETFs, mutual funds and options.
Handle general account servicing inquiries.
Complete document translation services for internal partners.
Service clients in foreign language as needed.
Support clients within Stock Plan Services during evening and overnight shifts.

Requirements

Series 7 & 63 licenses required or a condition of employment to successfully obtain these licenses within the allotted training time.
Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication.
Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
Willingness and desire to learn in a fast-paced and evolving environment.
2+ year of customer service experience, preferably in financial services.
1+ years of experience working with clients through phone/chats/emails.
Basic to intermediate knowledge of investment products.
Ability to explain complex subjects via the phone.
Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
Flexible and able to work on emails/chats/phones as business needs change.
High flexibility in shift times especially early in the morning as business needs.

Skills

Communication skills
Customer service
Investment products knowledge
Explanation of complex subjects
Client needs identification
Empathy
Compassion
Sound judgment
Adaptability to changing business needs

Experience Level

2+ years of customer service experience, preferably in financial services
1+ years of experience working with clients through phone/chats/emails

Education Level

2+ years of college study in finance, economics, business administration, or related area
Bachelor’s degree is preferred

Salary/Compensations

In addition to the salary range, this role is eligible for a bonus opportunity.

Benefits

Flexible work options
Supportive culture
Focus on development

About the Company

At Schwab, we’re committed to empowering our employees’ personal and professional success.
Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.