Associate, Electronic Communications, International Client Services (Mandarin/Cantonese)
Quick Summary
Current and active series 7/63 licenses OR ability to obtain within 6 months of start date as a condition of employment.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities, including a language premium for qualified professionals.
As an International Services ECG Associate, you will take inbound chats and secure messages from both international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work on a collaborative, growing team in a fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.”
Requirements
~1 min read- Current and active series 7/63 licenses OR ability to obtain within 6 months of start date as a condition of employment.
- Read and write at professional level in English as well as Mandarin and/or Cantonese.
- Flexible and able to work on chats/secure messages as business needs change.
- Ability to engage clients in a proactive and consultative manner to build rapport.
- Willingness and desire to learn in a fast-paced and evolving environment.
- Experience with high focus on risk awareness and mitigation.
- Effective research and problem-solving skills to help fulfill client requests as well as fellow supporting team members.
- 1+ years of outstanding customer service experience.
- Experience communicating via written channels, emails or live chats.
- High flexibility in shift times as business needs change. Chat lines are open from 5:00am -10:59pm CT. The current need is highest for later shifts.
- Experience serving international clients with issues such as W8s, new account requirements, policies, procedures, etc.
- A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, and attain additional industry licenses for personal growth.
- Resilience to help achieve client satisfaction in a demanding environment.
Location & Eligibility
Listing Details
- Posted
- August 13, 2026
- First seen
- August 13, 2026
- Last seen
- August 14, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 49%
- Scored at
- August 13, 2026
Signal breakdown
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