Bilingual Global Service Specialist-Multichannel(Spanish or Chinese/Mandarin Required)

Company: Charles Schwab
Location: Tempe
Posted on: May 5, 2025

Job Description:

Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As an Global Service Representative, your interactions with clients will be via phone, chat and email. You will work in a collaborative, fast-paced environment, to assist our international clients with customer service and trading. The relationships that you create and uphold will have direct impacts as you aid our clients to "Own their tomorrow". -In addition to the salary range, this role is eligible for bonus or incentive opportunities.What you haveRequired Qualifications:

• Must be able to read, write, and speak in Spanish or Chinese/Mandarin.
• FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time
• Outstanding customer service experience
• Well-developed and effective writing skills to establish trust and rapport with clients through written communication -Preferred Qualifications: -
  • College Degree highly preferred -
  • Ability to engage clients via concurrent chats as well as email and phone
  • Preferably 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
  • Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
  • Excellent interpersonal and written skills with a strong customer service focus are essential
  • This department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.
  • A passion to continually learn, growing your knowledge in personal finance -
    What's in it for youAt 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 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 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

Keywords: Charles Schwab, Tempe , Bilingual Global Service Specialist-Multichannel(Spanish or Chinese/Mandarin Required), Other , Tempe, Arizona