Bilingual Client Services Associate (Spanish)

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

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.