Associate, Bilingual Client Services Representative (Spanish required)

Charles Schwab Corporation; Orlando (FL); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Charles Schwab Corporation in Orlando is seeking an Associate, Bilingual Client Services Representative to support both international and domestic clients with a full range of service and trading needs across stocks, ETFs, mutual funds and options. You will translate documents for internal partners, serve clients in Spanish and English, and work a flexible schedule including evening shifts.

Licenses Series 7 and 63 (or the path to obtain them) plus strong communication and integrity are

Qualifications

• Read, write, and speak Spanish in addition to English.
• Series 7 & 63 licenses required or ability to obtain within training time.
• Strong communication skills to establish trust with clients via phone/email.
• Able to work a structured schedule including lunch/break times as needed.
• Positive attitude with integrity and willingness to learn in a fast-paced environment.

Responsibilities

• Service international and domestic clients with a full range of trading and account servicing needs.
• Assist with trading stocks, ETFs, mutual funds and options.
• Translate documents for internal partners and support foreign-language clients as needed.
• Support evening and overnight shifts to assist clients in Stock Plan Services.

Skills

Spanish language proficiency

Communication skills

Flexibility with shift times

Education

Finance/Business-related degree preferred

Tools

Series 7 & 63 licenses

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.