Specialist, Global Services Representative
Charles Schwab
Hong Kong, Hong Kong

Your Opportunity

As a Global Service Specialist you will be the primary point of contact for the clients, delivering on Schwab’s purpose of championing every client’s goals with passion and integrity.

Global Service representatives carry out that vision by working in small, highly collaborative teams that consistently strive to provide a positive experience in every client interaction.

We're proud to support our employees in a working approach that allows you to bring your best self to work whether that’s in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
  • Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.
  • What you are good at

  • Provide support and information to customers over the phone, face-to-face and through written communication
  • Actively promote and educate clients with respect to products and services offered by Charles Schwab, Hong Kong
  • Actively listening to understand customer needs while addressing the root causes of issues
  • Initiator for identifying and raising process and procedural enhancements
  • Work as a team member and individual contributor to meet team targets
  • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and / or service issues
  • What you have

    The ideal candidate will have :

  • HK SFC registered Investment Representative in regulated activities type 1 & 4
  • FINRA Series 7 license preferred (may be obtained within 120 days of employment)
  • Proven experience (+ 2 years) with experience in either Brokerage, Asset Management or Banking
  • Exceptional customer service focus
  • Strong interpersonal, verbal, and written communication
  • Enthusiastic team orientation with a positive attitude and an ability to take initiative
  • Bachelor’s degree in a related field or equivalent work experience
  • Strong team orientation with a strong work ethic
  • Ability to manage complex work and be self-directed
  • Effective listening and probing skills to understand needs and provide solutions to participants
  • Working knowledge of computer and software applications
  • Fluent in English and relevant local language (Cantonese / Mandarin)
  • 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. Explore .


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