12 дней назад
Associate, Bilingual Client Services Representative (Mandarin or Cantonese Required) (Fintech)
50 000 - 57 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Bilingual Client Services Representative (Mandarin or Cantonese Required) (Fintech): Servicing international and domestic clients with trading and account service needs across stocks, ETFs, mutual funds, options, and Stock Plan Services, with an accent on bilingual communication and document translation. Focus on explaining investment products, identifying client needs across phone, chat, and email, and obtaining Series 7 and 63 licenses.
Location: St Louis, Missouri, United States
Salary: USD $50,000–$57,000 per year, plus bonus and language incentive opportunities.
Company
provides financial services and investment products to domestic and international clients.
What you will do
- Service international and domestic clients with trading and general account inquiries.
- Assist clients with stocks, ETFs, mutual funds, options, and Stock Plan Services.
- Provide client support through phone, chat, and email in a fast-paced environment.
- Translate documents for internal partners and support clients in a foreign language.
- Build trusted client relationships through clear, empathetic, and professional communication.
Requirements
- Read, write, and speak Mandarin or Cantonese in addition to English.
- Obtain and maintain Series 7 and Series 63 licenses, or successfully complete the required licensing within the allotted training period.
- Communicate effectively in both written and verbal interactions.
- Work a structured schedule, including assigned lunch and break times and potential evening, overnight, or early-morning shifts.
- Demonstrate professionalism, integrity, enthusiasm, sound judgment, and a strong work ethic.
Nice to have
- Two or more years of college study in finance, economics, business administration, or a related field; a bachelor’s degree is preferred.
- Two or more years of customer service experience, preferably in financial services.
- At least one year of experience supporting clients through phone, chat, or email.
- Basic to intermediate knowledge of investment products and the ability to explain complex subjects.
Culture & Benefits
- Flexible work options with regular in-person collaboration.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Paid parental leave, family-building benefits, and health, dental, and vision insurance.
- Tuition reimbursement and continuous learning opportunities.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
13 дней назад
Senior Client Service Associate (Private Wealth)
70 000 - 75 000$
13 дней назад
Financial Services Representative (Fintech)
15 - 18$
12 дней назад
Client Services Professional I (Fintech)
18 - 27$
12 дней назад
Client Services Professional I (Fintech)
18 - 27$
13 дней назад
Registered Client Service Associate
58 300 - 80 100$
12 дней назад
Client Services Professional I
18 - 27$