Specialist, Trader Service - International Client Services (Mandarin/Cantonese/Spanish Required)

Charles Schwab

4

(159)

Austin, TX

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.
  • #2026-119775

    Position summary

    you will work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures). Working on the first and second shift, you'll have increased exposure to complex client trades, offering an accelerated growth trajectory.

    Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.

    What you have

    To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

    Required Qualifications:

    • Series 7 and 63 licenses

    • Spanish or Mandarin

    Preferred Qualifications:

    • 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner

    • Series 9/10 valued but not required

    • Series 3 license

    • Series 34 license

    • Takes initiative and thrives in a fast-paced, independent environment

    • A desire to learn and quickly progress through to Trader 3

    • Bachelor's Degree

    • Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients

    • Current or previous contact center experience

    • Ability to deliver a heightened client experience utilizing an advanced client dialog model

    • Previous experience in customer service, client support and problem resolution skills

    • Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines

    • Strong trading or familiarity with the securities industry and an understanding of options and equities

    • Ability to serve as a peer mentor and role model to less tenured and less knowledgeable peers

    What's in it for you

    At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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.