Associate, Electronic Communications - International Client Services

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 Spanish OR 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.