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Customer Service Representative

$16 - $17 per hour

Insight Global

We are seeking bilingual (Mandarin or Cantonese) Client Service Representatives to support a growing International Client Services team due to a surge in new clients from China. This role focuses on account onboarding, document translation, and client support for international clients interacting with Schwab’s platform. Candidates will review and validate client-submitted documentation (e.g., passports, utility bills, bank statements), ensure accuracy of account information, and communicate with clients—primarily via email—to resolve discrepancies and gather additional details when needed. This position requires strong attention to detail, problem-solving skills, and the ability to deliver exceptional client service through empathy, clear communication, and ownership of client issues. Contractors will collaborate closely with account review and operations teams in a fast-paced, team-oriented environment, with opportunities for long-term growth and conversion to full-time.

Must-Have Qualifications

  • Fluent in Mandarin or Cantonese with ability to read and write Chinese
  • Professional proficiency in English (spoken and written)
  • Customer service experience , preferably in a client-facing or operations-heavy role
  • Strong communication and interpersonal skills (written and verbal, primarily email-based)
  • Ability to review, translate, and validate non-legal documents (e.g., passports, utility bills, bank statements)
  • Experience handling account setup, onboarding, or data verification processes
  • High level of attention to detail and ability to identify discrepancies (e.g., mismatched names or addresses)
  • Strong organizational skills and ability to manage high volume (e.g., 15+ translations/hour after ramp)
  • Demonstrated problem-solving and analytical thinking skills
  • Comfortable working with multiple systems and technology platforms
  • Ability to adapt to change and take feedback (coachability)
  • Demonstrated emotional intelligence (empathy, patience, client advocacy)
  • Ability to work onsite Monday–Friday within flexible hours between 6 AM – 9 PM EST

Plusses

  • Experience supporting international clients or global operations
  • Exposure to KYC, client onboarding, or financial services environments
  • Prior experience in translation-focused or bilingual operational roles
  • Familiarity with account opening or financial document review processes
  • Experience working in a high-volume, service-driven environment
  • Background working in a collaborative, team-based setting
  • Cantonese and Mandarin fluency (both preferred)

Compensation :

$16-$17 HR USD.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Vacancy posted 4 days ago
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