持牌金融服務代表（需普通話／粵語）Licensed Financial Service Representative (Mandarin/Cantonese Required) | Charles Schwab

💼 正職 Regular | 💰 $60,000–$65,000/年 + 獎金資格 bonus eligible

工作內容 Responsibilities

• 服務國際（非美國居民）及美國本地客戶，處理各類服務與交易需求 Service international (non-US resident) and domestic clients with a full range of service and trading needs
• 協助交易股票、ETF、共同基金與選擇權，並處理一般帳戶諮詢 Assist with trading stocks, ETFs, mutual funds and options, plus general account inquiries
• 視需要以外語服務客戶，並為內部單位提供文件翻譯 Serve clients in a foreign language as needed and complete document translation for internal partners
• 晚班與大夜班支援 Stock Plan Services 客戶 Evening and overnight shifts support Stock Plan Services clients

條件 Requirements

• 除英文外，須能讀、寫、說普通話／粵語 In addition to English, must read, write and speak Mandarin/Cantonese
• 須持有 Series 7 與 63 執照，或於培訓期內考取 Series 7 & 63 required, or obtained within the allotted training time
• 良好的口語與書面溝通能力 Effective verbal and written communication skills
• 能配合排定班表，班次彈性者優先 Able to work a structured schedule; high shift flexibility preferred
• 優先：2 年以上金融相關大學學習、2 年以上客服經驗 Preferred: 2+ years of college study in finance or related area; 2+ years of customer service experience

福利 Benefits：401(k) 配對、員工購股計畫、帶薪休假、每 5 年 28 天長假（符合資格者）、育嬰假、學費補助、醫療／牙科／視力保險 401(k) match, ESPP, paid time off, sabbatical, parental leave, tuition reimbursement, health/dental/vision insurance

⏰ 申請截止 Application deadline: 2026-11-12
📎 申請請見原文連結 Apply via the Indeed link above