Inbound International Trader Service Specialist – International Trader Service

Job Description

Specialist, Trader Service – International Client Services (Mandarin/Cantonese) | Charles Schwab

The Tone:
This is an in-office Specialist role at Charles Schwab. The company aims to challenge the status quo and transform the finance industry by empowering clients and advocating for investors. This role is crucial as it positions you as a subject matter expert for international brokerage clients, directly contributing to the vision of being the most trusted trade desk on the street. It involves working closely with clients on complex trades, ensuring high-quality service and accuracy.

The TL;DR
• Role: Specialist
• Type: Full-time
• Location: In-office

• Team: Our International Trader Service organization works with brokerage clients.
• Mission: This person works with brokerage clients as the subject matter expert in equities and derivatives (options & futures).

What You’ll Actually Do
• Serve as the subject matter expert in equities and derivatives (options & futures) for international brokerage clients.
• Handle complex client trades during first and second shifts, offering an accelerated growth trajectory within the team.
• Provide an outstanding level of service and consultative support to clients, utilizing an advanced client dialog model.
• Mitigate risk and ensure trading accuracy while adhering strictly to company policies, procedures, and guidelines.
• Mentor less tenured and less knowledgeable peers, serving as a role model within the International Trader Service team.

The Must-Haves
• Background: Entry-Level to Mid-Level Specialist with a passion for continuous learning in equities and derivatives.
• Experience: Series 7, 63, and 3 licenses (can be obtained as a condition of employment).
• Skills: Ability to read, write, and communicate effectively in Mandarin and/or Cantonese, as well as English. Strong trading skills or familiarity with the securities industry, including an understanding of options and equities.
• Bonus: 1 year of experience in Client Service, Financial Services, or Brokerage Services, preferably interacting with clients proactively. Series 9/10 or Series 34 license. A Bachelor’s Degree. Current or previous contact center experience. Proven analytical skills and problem resolution skills. A desire to learn and quickly progress through to Trader 3.