Associate, Bilingual Client Services Representative (Spanish Required)

Charles Schwab; Orlando (FL); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with match

PTO & sabbatical

Parental leave

Tuition reimbursement

Health/dental/vision

Job summary

Schwab seeks an Associate, Bilingual Client Services Representative to service international and domestic clients with trading and account servicing needs. You will help with stocks, ETFs, mutual funds, and options, and provide document translation for internal partners and clients in Spanish when needed.

The role requires Spanish language proficiency, Series 7/63 licenses or eligibility to obtain them, and strong communication skills.

Qualifications

• Required Spanish language proficiency (read/write/speak).
• 2+ years of customer service experience, ideally in financial services.
• Strong communication and empathy with clients via phone/chat/email.

Responsibilities

• Assist with trading stocks, ETFs, mutual funds, and options.
• Provide full account servicing via phone/chat/email.
• Translate documents for internal partners and assist multilingual clients.
• Support Stock Plan Services during evenings/overnight shifts.

Skills

Spanish language

Communication skills

Customer service

Adaptability

Education

Finance/economics studies

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 anAssociate, 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 Spanish
• 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:

• 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.

What’s in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance