1 день назад
Associate, Core Service - International Client Services (Mandarin/Cantonese Required)
54 000 - 58 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Associate, Core Service - International Client Services (Mandarin/Cantonese Required) (Financial Client Service): Supporting international and domestic clients with trading stocks, ETFs, mutual funds, options, and general account servicing with an accent on bilingual communication and investment-product support. Focus on translating documents, explaining complex financial subjects, and handling client needs across phone, chat, and email in a structured shift environment.
Location: Westlake, Texas, United States; hybrid work with regular in-person attendance
Salary: USD $54,000–$58,000 per year, plus bonus and language incentive opportunities.
Company
is a financial services company focused on helping clients manage investments and financial accounts.
What you will do
- Support international non-US residents and domestic clients with trading and account servicing needs.
- Assist with trading stocks, ETFs, mutual funds, and options.
- Handle client inquiries through phone, chat, and email while building trust and rapport.
- Provide document translation services for internal partners and foreign-language clients.
- Support Stock Plan Services clients during evening and overnight shifts when assigned.
Requirements
- Mandarin and Cantonese: must be able to read, write, and speak both languages.
- English is required for client and internal communication.
- Series 7 and Series 63 licenses, or successful completion of the licensing requirements during the allotted training period.
- Strong verbal and written communication, professionalism, integrity, and sound judgment.
- Availability for a structured schedule, including assigned lunches, breaks, and possible evening, overnight, or early-morning shifts.
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.
- At least two years of customer service experience, preferably in financial services.
- Experience supporting clients through phone, chat, or email.
- Basic to intermediate knowledge of investment products and the ability to explain complex subjects by phone.
Culture & Benefits
- Hybrid work and flexibility approach balancing workplace flexibility with regular in-person collaboration.
- Medical, dental, and vision insurance.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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