Bilingual Financial Services Advisor (Spanish)

Charles Schwab Corporation; Austin (TX); On-site; USD 40,000 - 65,000; Full time

Job summary

Charles Schwab Corporation is hiring a Bilingual Client Services Representative to serve both domestic and international clients with a full range of service and trading needs. The role includes assisting with stocks, ETFs, mutual funds, and options, and may involve document translation for internal partners and clients in Spanish.

Ideal candidates will be fluent in Spanish and English, possess Series 7 and 63 licenses or be able to obtain them during training, and demonstrate strong

Qualifications

• Must read, write, and speak Spanish in addition to English.
• Series 7 & 63 licenses required or ability to obtain during training.
• Excellent verbal and written communication to build trust with clients.
• Able to work a structured schedule with pre-determined shifts.
• Positive attitude, integrity and strong work ethic.
• Willingness to learn in a fast-paced environment.

Responsibilities

• Serve domestic and international clients with trading and general account servicing.
• Assist with trading of stocks, ETFs, mutual funds and options.
• Provide document translation services for internal partners and clients in foreign language as needed.
• Support evening and overnight shifts for Stock Plan Services.

Skills

Verbal communication

Written communication

Schedule adherence

Integrity

Empathy

Education

Finance/Economics studies

Bachelor’s degree preferred

Job description

Charles Schwab Corporation is hiring a Bilingual Client Services Representative to serve both domestic and international clients with a full range of service and trading needs. The role includes assisting with stocks, ETFs, mutual funds, and options, and may involve document translation for internal partners and clients in Spanish.

Ideal candidates will be fluent in Spanish and English, possess Series 7 and 63 licenses or be able to obtain them during training, and demonstrate strong