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

About the role

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. You will 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.

Responsibilities

• Service international and domestic clients with a full range of service and trading needs
• Aid clients in trading stocks, ETFs, mutual funds, and options
• Handle general account servicing inquiries
• Complete document translation services for internal partners and clients in foreign languages
• Support clients within Stock Plan Services during evening and overnight shifts

Requirements

• In addition to English, 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

Qualifications

• 2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred
• 2+ years 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

Skills

• Strong communication skills
• Customer service experience
• Knowledge of investment products
• Ability to work in a fast-paced environment
• Flexibility and adaptability

Benefits

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

Pay

Salary range plus bonus and language incentive opportunities.

Schedule

Flexible work options, structured schedule, and availability for evening and overnight shifts.