Associate, Core Service – International Client Services Rep(Spanish Required)

Charles Schwab; Orlando (FL); Hybrid; USD 52,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Orlando is seeking an International Client Service Associate to service international and domestic clients with a full range of service and trading needs. You will help with trading stocks, ETFs, mutual funds and options, and support translation services.

This hybrid role requires Spanish fluency, relevant licenses or willingness to obtain, and strong communication, empathy, and integrity in a fast-paced environment. Training and potential evenings/weekends may be required.

Qualifications

• Must be able to read, write, and speak in Spanish.
• Series 7 & 63 licenses required OR a condition to obtain within training time.
• Strong communication skills to establish trust with clients via phone/chat/email.
• Available to work in a structured schedule including lunch/break times.
• Positive attitude, professionalism, and high integrity.
• Willingness to learn in a fast-paced environment.
• 2 years of college study in finance/economics/business or related area; bachelor’s degree preferred.
• 2 years of customer service experience, preferably in financial services; 1 year with clients via phone/chats/emails.
• Basic to intermediate knowledge of investment products and ability to explain them.
• Ability to identify client needs with empathy, sound judgment and action.
• Flexible to work emails/chats/phones as business needs change.
• High flexibility in shift times, including early morning.

Responsibilities

• Service international and domestic clients with trading and account inquiries via phone/chat/email.
• Assist with document translation services for internal partners and clients.
• Support evening and overnight shifts for clients and Stock Plan Services.
• Explain and discuss investment products with clients in a clear, understandable manner.
• Identify client needs, show empathy, and apply sound judgment to achieve objectives.

Skills

Spanish language

Series 7 & 63 licenses

Communication skills

Structured schedule

Integrity

Willingness to learn

Financial knowledge

Customer service experience

Phone/Chat/Email support

Investment product knowledge

Empathy

Sound judgment

Flexible shifts

Education

2 years of college study in finance/economics/business administration or related area

Bachelor’s degree (preferred)

Job description

Position Type: Regular
Your opportunity

As a International Client Service Associate, 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.”

NOTE: This position is based in Orlando, FL and available for a Hybrid schedule post training.
What you have

Required Qualifications:

• 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.
• 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, 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.

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

• Base salary annual bonus
• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
• Paid parental leave and family building benefits
  
• Tuition reimbursement
• Health, dental, and vision insurance

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

What’s in it for you

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