Associate, Bilingual Client Services Representative (Spanish required)

Charles Schwab; Orlando (FL); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Paid time off

Tuition reimbursement

Job summary

Charles Schwab is hiring an Associate, Bilingual Client Services Representative to serve both international and domestic clients with a full range of service and trading needs. You will help with stocks, ETFs, mutual funds, and options, and translate documents for internal partners as needed.

Qualified candidates read, write and speak Spanish in addition to English, hold Series 7/63 or obtain them during training, and demonstrate strong communication and ethics in a fast-paced environment.

Qualifications

• Spanish reading, writing, and speaking required in addition to English.
• Series 7 & 63 licenses required or obtainable during training.
• Strong communication to build trust with clients via phone and written channels.
• Must work a structured schedule including lunch/break times.
• Professional attitude with integrity and ethics.
• Willingness to learn in a fast-paced environment.

Responsibilities

• Serve international and domestic clients with trading and account inquiries.
• Assist with stocks, ETFs, mutual funds and options trading.
• Provide document translation services for internal partners.
• Support Stock Plan Services during evening and overnight shifts.
• Build strong client relationships to help them own their tomorrow.

Skills

Spanish fluency

Customer service

Communication skills

Financial services

Problem solving

Education

Finance/econ coursework

Tools

CRM software

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