As an International Service Representative, your interactions with clients will be via phone, chat and email. You will work in a collaborative, fast-paced environment, to assist our international clients with customer service needs and trading. The relationships that you create and uphold will have direct impacts as you aid our clients to “Own their tomorrow”.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What you haveRequired Qualifications:
Must be able to read, write, and speak in Chinese/Mandarin.FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training timeOutstanding customer service experienceWell-developed and effective writing skills to establish trust and rapport with clients through written communicationPreferred Qualifications:
Ability to engage clients via concurrent chats as well as email and phonePreferably 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner. Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.Excellent interpersonal and written skills with a strong customer service focus are essentialThis department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.A passion to continually learn, growing your knowledge in personal financeOptions Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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