Bilingual Financial Services Specialist – Spanish

Charles Schwab; Austin (TX); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits package

401(k) with company match

Sabbatical after 5 years

Job summary

Charles Schwab is hiring a Bilingual Client Services Representative to serve both domestic and international clients, handling trading and general account inquiries. You will translate documents for internal partners and assist with stock, ETF, mutual fund, and option trades.

Evening/overnight shifts support Stock Plan Services as needed. Required: Spanish language proficiency and Series 7 & 63 licenses or eligibility to obtain them during training; strong communication skills; flexible with

Qualifications

• Fluent/advanced Spanish reading, writing, and speaking.
• Strong communication skills to build client trust.
• Experience delivering financial services support via phone/chat/email.

Responsibilities

• Assist domestic and international clients with trading and account servicing.
• Provide translation services for internal partners and clients in foreign language as needed.
• Support Stock Plan Services with evening/overnight shifts as required.

Skills

Spanish language

Communication skills

Customer service

Education

Finance/Economics coursework

Tools

Series 7 & 63 licenses

Job description

Charles Schwab is hiring a Bilingual Client Services Representative to serve both domestic and international clients, handling trading and general account inquiries. You will translate documents for internal partners and assist with stock, ETF, mutual fund, and option trades.

Evening/overnight shifts support Stock Plan Services as needed. Required: Spanish language proficiency and Series 7 & 63 licenses or eligibility to obtain them during training; strong communication skills; flexible with