Bilingual Client Services Specialist: Mandarin (Finance)

Charles Schwab; Orlando (FL); Hybrid; USD 52,000 - 72,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off (vacation)

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Orlando is seeking an Associate, Bilingual Client Services Representative to support both international and domestic clients with trading and account servicing needs. This role includes arranging trades in stocks, ETFs, mutual funds and options, and providing document translation for internal partners and foreign-language clients.

The position requires Mandarin proficiency in reading, writing, and speaking, valid Series 7/63 or a path to obtain them, and strong communication

Qualifications

• Mandarin reading, writing and speaking proficiency.
• Series 7 and 63 licenses or eligibility to obtain them.
• Strong verbal and written communication to build trust with clients.

Responsibilities

• Assist domestic and international clients with trading and account servicing needs.
• Process trades for stocks, ETFs, mutual funds and options.
• Provide translation support for internal partners and foreign-language clients.

Skills

Mandarin language proficiency

Series 7 & 63 licenses

Strong communication skills

Flexible schedule

Client service mindset

Education

2+ years college in finance/economics/business

Bachelor’s degree preferred

Job description

Charles Schwab in Orlando is seeking an Associate, Bilingual Client Services Representative to support both international and domestic clients with trading and account servicing needs. This role includes arranging trades in stocks, ETFs, mutual funds and options, and providing document translation for internal partners and foreign-language clients.

The position requires Mandarin proficiency in reading, writing, and speaking, valid Series 7/63 or a path to obtain them, and strong communication