International Financial Services Client Associate (Mandarin or Cantonese Required) jobs in United States
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Charles Schwab · 10 hours ago

International Financial Services Client Associate (Mandarin or Cantonese Required)

positionUS-TX-Westlake
timeFull-time
remoteOnsite
seniorityEntry Level
money$54K/yr - $59K/yr
date1+ years exp

Charles Schwab is a leading financial services firm that empowers employees to make impactful career choices. As an International Financial Services Client Associate, you will provide a full range of service and trading needs to international and domestic clients, including trading assistance and document translation services, while working in a collaborative environment.

Financial Services
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H1B Sponsor Likelynote

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 in addition to general account servicing inquiries
Complete document translation services for internal partners and service clients in foreign language as needed
Support clients within Stock Plan Services during evening and overnight shifts

Qualification

Series 7 & 63 licensesMandarinCantoneseCustomer service experienceInvestment products knowledgeWillingness to learnEffective communication skillsPositive attitude

Required

Must be able to read, write, and speak fluid Mandarin and/or Cantonese
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

Preferred

2+ years of college study in finance, economics, business administration, or related area; bachelor's degree is preferred
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 these 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

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

H1B Sponsorship

Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (455)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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