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Bilingual Global Service Specialist-Multichannel

Bilingual Global Service Specialist-Multichannel

CompanyCharles Schwab
LocationPhoenix, AZ, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior

Requirements

  • 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.

Responsibilities

    No responsibilities provided.

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

Benefits

    No information provided on Benefits.