Bilingual Client Service Rep – Spanish (Finance)

Charles Schwab Corporation; Orlando (FL); On-site; USD 36,000 - 60,000; Full time

Job summary

Charles Schwab Corporation in Orlando seeks a bilingual Client Service Representative to support international and domestic clients with a full range of service and trading needs, including stocks, ETFs, mutual funds, and options. You will work collaboratively in a fast-paced environment to provide accurate guidance and timely account servicing.

This role requires Series 7 and 63 or the ability to obtain them, strong communication skills, and flexibility to work varied shifts, including

Qualifications

• Must read, write, and speak Spanish in addition to English.
• Series 7 & 63 licenses required or must obtain within training time.
• Strong communication skills to build trust with clients via verbal and written channels.
• Able to work a structured schedule including meals breaks as pre-determined by business need.
• Flexible with shifts, including mornings, to support global clients.

Responsibilities

• Serve international and domestic clients with trading, account servicing, and related needs.
• Assist with trading stocks, ETFs, mutual funds, and options.
• Provide translation services for internal partners and clients as needed.

Skills

Bilingual (English/Spanish)

Licenses Series 7 & 63

Customer service

Communication skills

Education

2+ years college study in finance/economics

Bachelor’s degree preferred

Job description

Charles Schwab Corporation in Orlando seeks a bilingual Client Service Representative to support international and domestic clients with a full range of service and trading needs, including stocks, ETFs, mutual funds, and options. You will work collaboratively in a fast-paced environment to provide accurate guidance and timely account servicing.

This role requires Series 7 and 63 or the ability to obtain them, strong communication skills, and flexibility to work varied shifts, including