Job Description

Your Opportunity

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.”

What you have

Required Qualifications:

• 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 Chinese.
• 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.

Preferred Qualifications:

• 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.