Talent.com
Associate, Core Service

Associate, Core Service

Charles SchwabUS
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Type : Regular

Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.

Your opportunity

As a International Client Service Associate, 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. We 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. The relationships that you create and uphold will have a direct impact as you aid our clients to "Own Their tomorrow."

NOTE : This position is based in Orlando, FL and available for a Hybrid schedule post training.

What you have

Required Qualifications :

  • Must be able to read, write, and speak in Mandarin and or 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.

Preferred Qualifications :

  • 2+ years of college study in finance, economics, business administration, or related area; bachelor's degree is preferred.
  • 2+ year 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.
  • What's in it for you

    At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • Base salary + annual bonus
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
  • In addition to the salary range, this role is eligible for bonus or incentive opportunities.

    What's in it for you

    At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • 401(k) with company match and Employee stock purchase plan
  • Paid time 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
  • serp_jobs.job_alerts.create_a_job

    Service Associate • US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Case Manager - $1,869 per week in Nowata, OK

    Travel Nurse RN - Case Manager - $1,869 per week in Nowata, OK

    TravelNurseSourceNowata, OK, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Gifted Healthcare to find a qualified Case Manager RN in Nowata, Oklahoma, 74048!.The Gifted Healthcare Experience . Gifted Healthcare is an award-winning travel nu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Restaurant Delivery - Onboarding / Onboard

    Restaurant Delivery - Onboarding / Onboard

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Delivery Driver - Onboarding / Onboard

    Delivery Driver - Onboarding / Onboard

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Restaurant Delivery - Flexible Onboarding

    Restaurant Delivery - Flexible Onboarding

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Registered Nurse - Case Manager - $1,869 per week in Nowata, OK

    Travel Registered Nurse - Case Manager - $1,869 per week in Nowata, OK

    TravelNurseSourceNowata, OK, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Gifted Healthcare to find a qualified Case Manager RN in Nowata, Oklahoma, 74048!.The Gifted Healthcare Experience . Gifted Healthcare is an award-winning travel nu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Social Worker (MSW)

    Social Worker (MSW)

    Agape Care GroupDelaware, OK, United States
    serp_jobs.job_card.full_time
    Join Our Team as a Social Worker.Are you passionate about helping patients get the care they deserve? Do you want to make a meaningful impact in others’ lives?. We are looking for hospice medical so...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Delivery Driver - Sign Up and Start Earning

    Delivery Driver - Sign Up and Start Earning

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Delivery Driver - Flexible Onboarding

    Delivery Driver - Flexible Onboarding

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Associate – Technology

    Senior Associate – Technology

    Santander Holdings USA IncUS
    serp_jobs.job_card.full_time
    Senior Associate – Technology & Cyber Risk Management RCSA Validation CoordinatorCountry : United States of America.Santander is a global leader and innovator in the financial services industry....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Dashers - Sign Up and Start Earning

    Dashers - Sign Up and Start Earning

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Restaurant Delivery - Sign Up in Minutes

    Restaurant Delivery - Sign Up in Minutes

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Associate / Senior Associate - Special Situations (NYC, Chicago, or Atlanta)

    Associate / Senior Associate - Special Situations (NYC, Chicago, or Atlanta)

    Arete Capital Partners(Multiple States), US
    serp_jobs.job_card.temporary
    serp_jobs.filters_job_card.quick_apply
    COMPANY OVERVIEW Areté Capital Partners is a boutique, special-situation advisory firm that provides independent fiduciary and stewardship services to companies experiencing signi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Associate - Tech@Lilly

    Associate - Tech@Lilly

    Eli LillyCarolina, PR, US
    serp_jobs.job_card.full_time
    At Lilly, we unite caring with discovery to make life better for people around the world.We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,435 to $2,668 per week in Parsons, KS

    Travel Physical Therapist (PT) - $2,435 to $2,668 per week in Parsons, KS

    AlliedTravelCareersPARSONS, KS, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in PARSONS, Kansas, 67357!. Job Description & Requirements.Physical Therapist - Acute - (PT ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Case Manager in Nowata, OK

    Travel Nurse RN - Case Manager in Nowata, OK

    TravelNurseSourceNowata, OK, US
    serp_jobs.job_card.full_time +1
    TravelNurseSource is working with Jackson Nurse Professionals to find a qualified Case Manager RN in Nowata, Oklahoma, 74048!. Jackson is currently accepting resumes for Case Managers with experienc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Delivery Driver - Sign Up in Minutes

    Delivery Driver - Sign Up in Minutes

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Restaurant Delivery - Start Earning Quickly

    Restaurant Delivery - Start Earning Quickly

    DoorDashChelsea, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days