Global Financial Client Advisor — Remote + Bonus Eligible

Charles Schwab Corporation; Austin (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Charles Schwab Corporation in Austin, TX, is hiring a Financial Client Services Representative to assist domestic and international clients with trading and account servicing. You will handle inquiries related to stocks, ETFs, mutual funds, and options, and provide support for translation needs when required.

The role emphasizes building trust, delivering high-quality service, and maintaining a professional standard of ethics in a fast-paced environment.

Qualifications

• Series 7 & 63 licenses required or ability to obtain them within training time.
• Strong communication to build trust with clients via phone and written channels.
• Ability to work a structured schedule including lunch and break times as pre-determined by business need.
• Positive attitude, integrity and ethics, and strong work ethic.
• Willingness to learn in a fast-paced and evolving environment.

Responsibilities

• Serve domestic and international clients with trading and account servicing needs.
• Assist with trading stocks, ETFs, mutual funds and options, and provide general account servicing support.
• Provide document translation services for internal partners and clients in foreign languages as needed.

Skills

Communication skills

Customer service

Verbal and written communication

Flexibility

Education

Finance/economics studies

Bachelor’s degree preferred

Job description

Charles Schwab Corporation in Austin, TX, is hiring a Financial Client Services Representative to assist domestic and international clients with trading and account servicing. You will handle inquiries related to stocks, ETFs, mutual funds, and options, and provide support for translation needs when required.

The role emphasizes building trust, delivering high-quality service, and maintaining a professional standard of ethics in a fast-paced environment.