Financial Client Service Representative - International Client Services

Charles Schwab Inc.; Orlando (FL); Hybrid; USD 48,000 - 65,000; Full time

Job summary

Charles Schwab Corporation in Orlando, FL is seeking a Financial Client Service Representative to service international and domestic clients with a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options, and to handle general account servicing inquiries.

Evening and overnight shifts are available to support Stock Plan Services, translation services for internal partners and clients in foreign

Qualifications

• Series 7 & 63 licenses required or condition to obtain within training time.
• Strong communication skills to establish trust with clients via phone/e-mail.
• Ability to adhere to a structured schedule and pre-determined break times.
• High integrity, professional demeanor and ethics.

Responsibilities

• Serve international and domestic clients với full range of service and trading needs.
• Assist with trading stocks, ETFs, mutual funds and options.
• Handle general account servicing inquiries.
• Support document translation services for internal partners and clients in foreign languages as needed.
• Work evening and overnight shifts to support Stock Plan Services.

Skills

Series 7 & 63 licenses

Communication skills

Structured schedule

Integrity and ethics

Education

Finance/Economics degree

Job description

Your Opportunity

In addition to the salary range, this role is eligible for a bonus opportunity.

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

As a Financial Client Service Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”

What you have

Required Qualifications:

• 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.

Preferred Qualifications:

• 2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.
• 2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.
• Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.
• Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
• Flexible and able to work on emails/chats/phones as business needs change.
• High flexibility in shift times especially early in the morning as business needs.