4 дня назад
Associate, Electronic Communications, International Client Services (Mandarin/Cantonese)
55 000 - 59 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Electronic Communications, International Client Services (Mandarin/Cantonese) (International Client Service): Supporting international and domestic clients through inbound chats and secure messages while assisting with stock, ETF, mutual fund, and options trading and account servicing, with an accent on multilingual communication and financial-services support. Focus on solving client requests, applying risk awareness and mitigation, and building consultative client relationships across changing chat and secure-message channels.
Location: Westlake, Texas, United States; hybrid work approach
Salary: USD $55,000–$59,000 per year, plus potential bonus or incentive opportunities and a language premium for qualified professionals.
Company
provides investment, brokerage, and financial services for domestic and international clients.
What you will do
- Handle inbound chats and secure messages from international and domestic clients.
- Support stock, ETF, mutual fund, and options trading needs.
- Resolve general account servicing inquiries and research client requests.
- Engage clients proactively and consultatively to build rapport.
- Support fellow team members in a fast-paced, evolving service environment.
Requirements
- Hold active Series 7 and 63 licenses, or obtain them within six months of starting employment.
- Professional-level reading and writing in English and Mandarin and/or Cantonese.
- Flexibility to work on chats and secure messages as business needs change.
- Strong risk awareness, mitigation, research, and problem-solving skills.
- Willingness to learn and work in a demanding, fast-paced environment.
Nice to have
- At least one year of customer service experience.
- Experience communicating through email or live chat.
- Experience serving international clients with W-8 forms, new account requirements, policies, and procedures.
- Interest in personal finance, US and foreign markets, and obtaining additional industry licenses.
Culture & Benefits
- Collaborative culture focused on trust, continuous learning, and professional growth.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, vision, and family-building benefits.
- Paid vacation, volunteering time, parental leave, and adoption benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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