Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> In addition to the salary range, this role is eligible for a bonus and language incentive opportunities. 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. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”<h2 class="job-details-subheadline">What you have</h2> Required Qualifications:<ul style="margin-top: 0in;"><li>In addition to English, must be able to read, write, and speak in Mandarin/Cantonese.</li><li>Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.</li><li>Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication</li><li>Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.</li><li>Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.</li><li>Willingness and desire to learn in a fast-paced and evolving environment.</li></ul> Preferred Qualifications:<ul style="margin-top: 0in;"><li>2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.</li><li>2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.</li><li>Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.</li><li>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.</li><li>Flexible and able to work on emails/chats/phones as business needs change.</li><li>High flexibility in shift times especially early in the morning as business needs.</li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

public

Associate, Core Service - International Client Services (Mandarin and/or Cantonese)

Associate, Electronic Communications - International Client Services (Mandarin and/or Cantonese)

Client Service Professional - 401K

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At 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.   Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site in the specified location. Our Defined Benefit Services teams provide actuarial, trust/custody, and participant administration services to clients with the objective of providing an integrated retirement plan experience. You play the critical role of primary interface between our plan sponsors, their partners, and the Defined Benefit Services we provide. You work together with a team to provide a coordinated approach to client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client satisfaction, client retention, and expansion of the overall Schwab relationship.  What you’re responsible for<ul><li>Manage the client relationship with the goal of client satisfaction and great client promoter scores. </li><li>Collaborate with business partners to deliver on client objectives. Be responsive to clients and partners, actively communicate project updates, and manage client expectations.</li><li>Utilize your expertise and engage the subject matter experts to assist with calls, presentations, and face-to-face meetings to ensure client understanding of available solutions to achieve successful outcomes.</li><li>Consistently explore and discover client and consultant needs by asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. </li><li>Help clients navigate regulatory changes.</li><li>Support Sales efforts, as needed.</li><li>Understand and adhere to Schwab policies and practices and play a key role in the mitigation of operational and financial risk to Schwab</li></ul><h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have. Required Qualifications:<ul><li>Bachelor's degree or equivalent experience.</li><li>5+ years of experience working with employer-sponsored retirement plans. Thorough understanding of retirement plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations. </li><li>Defined Benefit plan experience and designations/certifications (ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations) are a plus. </li><li>Excellent written and oral communication skills. Ability to influence and build consensus among team members, leadership, and clients.</li><li>Ability to work independently with minimal oversight by your manager.</li><li>Highly responsive approach to client and consultant requests. Excellent project management and time management skills. Ability to handle multiple assignments and meet deadlines within a fast-paced environment.</li><li>Flexibility to travel for client visits and sales presentations as needed.</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. #workplacejobs <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Client Services Manager, Retirement Plan Services

Participant Services Specialist – Stock Plan Support

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> In addition to the salary range, this role is eligible for bonus and language incentive opportunities. At 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Our International Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as an Inbound International Trader Service Specialist where 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.<h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have. Required Qualifications:<ul style="margin-top: 0in;"><li>Series 7 and 63 licenses (can be obtained as Condition of Employment))</li><li>Series 3 license (can be obtained as Condition of Employment)</li><li>Mandarin and/or Cantonese</li></ul>Preferred Qualifications:<ul style="margin-top: 0in;"><li>One year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner</li><li>Series 9/10 valued but not required</li><li>Series 34 license </li><li>Takes initiative and thrives in a fast-paced, independent environment</li><li>A desire to learn and quickly progress through to Trader 3</li><li>Bachelor’s Degree</li><li>Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients</li><li>Current or previous contact center experience</li><li>Ability to deliver a heightened client experience utilizing an advanced client dialog model</li><li>Previous experience in customer service, client support and problem resolution skills</li><li>Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines</li><li>Strong trading or familiarity with the securities industry and an understanding of options and equities</li><li>Ability to serve as a peer mentor and role model to less tenured and less knowledgeable peers</li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Specialist, Trader Service - International Client Services (Mandarin and/or Cantonese)

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