Associate, Bilingual Client Services Representative (Mandarin and/or Cantonese Required)

Charles Schwab Corporation; Orlando (FL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Charles Schwab Corporation is seeking a Bilingual Client Services Associate in Orlando to service international and domestic clients with trading and account servicing needs. You will assist with stocks, ETFs, mutual funds, and options, and help with document translation for internal partners and clients.

The role requires Mandarin fluency, Series 7 & 63 licenses (or ability to obtain), strong communication, and a willingness to work in a structured schedule that may include evenings.

Qualifications

• Must read, write, and speak Mandarin in addition to English.
• Series 7 & 63 licenses required OR a condition to obtain within training time.
• Strong communication skills to establish trust with clients.
• Availability to work a structured schedule including lunch/break times.

Responsibilities

• Assist international and domestic clients with trading needs (stocks, ETFs, mutual funds, options).
• Handle general account servicing inquiries.
• Support document translation for internal partners and clients in foreign language as needed.
• Support Stock Plan Services with evening and overnight shifts.

Skills

Mandarin fluency

Strong communication

Flexibility with schedule

Education

Finance/Economics/Business coursework (2+ years)

Bachelor's degree preferred

Job description

Your Opportunity

In addition to the salary range, this role is eligible for a bonus and language incentive opportunities.

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. 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:

• In addition to English, must be able to read, write, and speak in Mandarin
• Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
• Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication
• Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
• Willingness and desire to learn in a fast-paced and evolving environment.

Preferred Qualifications:

• Fluency in Cantonese also preferred but not required.
• 2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.
• 2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.
• Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.
• Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
• Flexible and able to work on emails/chats/phones as business needs change.
• High flexibility in shift times especially early in the morning as business needs.