Associate, Core Service - International Client Services Rep(Mandarin/Cantonese Required)

Charles Schwab

4

(159)

San Francisco, CA

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2025-112428

    Position summary

    quired Qualifications:**

    • Must be able to read, write, and speak in Mandarin/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 Qualifications:

    • 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.

    What's in it for you

    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.

    We offer a competitive benefits package that takes care of the whole you - both today and in the future:

    • Base salary + annual bonus

    • 401(k) with company match and Employee stock purchase plan

    • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service

    • Paid parental leave and family building benefits

    • Tuition reimbursement

    • Health, dental, and vision insurance

    In addition to the salary range, this role is eligible for bonus or incentive opportunities.

    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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.