обновлено 19 часов назад
Associate, Core Service - International Client Services (Mandarin and/or Cantonese)
52 000 - 56 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Associate, Core Service - International Client Services (Mandarin and/or Cantonese) (Financial Client Services): Servicing international and domestic clients with trading, account servicing, and document translation needs with an accent on multilingual communication and investment-product support. Focus on explaining stocks, ETFs, mutual funds, and options, identifying client needs across phone, chat, and email, and supporting clients during evening and overnight shifts.
Location: Phoenix, Arizona, United States; hybrid work with regular in-person attendance
Salary: USD $52,000–$56,000 per year, plus bonus and language incentive opportunities.
Company
provides financial services and investment products for international and domestic clients.
What you will do
- Service international non-US resident and domestic clients across trading and account servicing needs.
- Assist clients with stocks, ETFs, mutual funds, options, and general account inquiries.
- Provide client service in Mandarin and/or Cantonese and complete document translations for internal partners.
- Support Stock Plan Services clients during evening and overnight shifts as needed.
- Build client trust through clear communication across phone, chat, and email.
Requirements
- Mandarin and/or Cantonese: must be able to read, write, and speak the language.
- English required.
- Series 7 and Series 63 licenses, or willingness to obtain both within the allotted training period.
- Effective written and verbal communication skills, professionalism, integrity, and strong work ethic.
- Availability for a structured schedule, including assigned breaks and variable or early shifts.
- Willingness to learn and work in a fast-paced, evolving environment.
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.
- Experience supporting clients through phone, chat, and email.
- Basic to intermediate knowledge of investment products and the ability to explain complex subjects by phone.
Culture & Benefits
- Hybrid work and flexibility with an emphasis on regular in-person collaboration.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, vision, parental leave, and family-building benefits.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Tuition reimbursement and continuous learning opportunities.
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