Associate, Bilingual Client Services Representative (Spanish Required)

Charles Schwab Corporation; Orlando (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Charles Schwab Corporation in Orlando is seeking an Associate, Bilingual Client Services Representative to serve both international and domestic clients with a full range of service and trading needs, including stocks, ETFs, mutual funds, and options.

The role requires Spanish language proficiency and licenses (Series 7 and 63) or the ability to obtain them; candidates should have strong communication, a professional demeanor, and flexibility for structured shifts including mornings.

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.

Responsibilities

• Service international (non-US residents) and domestic clients with a full range of service and trading needs.
• Assist with trading stocks, ETFs, mutual funds and options and handle general account servicing inquiries.
• Provide document translation services for internal partners and service clients in foreign language as needed.
• Support evening and overnight shifts to assist clients within Stock Plan Services.
• Build and maintain client relationships to help clients own their tomorrow.

Skills

Bilingual Spanish

Communication skills

Customer service orientation

Adaptability

Willingness to learn

Education

2+ years of college study in finance/economics/business

Bachelor’s degree preferred

Tools

Series 7 License

Series 63 License

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.