Global Financial Client Services Associate (International)

Charles Schwab Corporation; Westlake (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Client Service Representative to service both international and domestic clients with a full range of service and trading needs.

You will assist with trading stocks, ETFs, mutual funds and options, and provide account servicing support. The role may involve translation services for internal partners and clients in foreign languages as needed, including evening and overnight shifts to support Stock Plan Services.

Qualifications

• Required: Series 7 & 63 licenses or ability to obtain within training time.
• Strong written and verbal communication to build client trust.
• Structured schedule adherence including breaks as needed by business.
• High integrity and work ethic; positive attitude and professionalism.
• Willingness to learn in a fast-paced environment.

Responsibilities

• Serve both international and domestic clients with full service and trading needs.
• Assist with trading stocks, ETFs, mutual funds and options.
• Provide translation services for internal partners and clients in foreign languages as needed.
• Support Stock Plan Services with evenings and overnight shifts.

Skills

Series 7/63 licenses

Effective communication

Customer service

Willingness to learn

Adaptability

Education

2+ years college study in finance/economics/business

Bachelor’s degree preferred

Tools

None

Job description

Charles Schwab Corporation is seeking a Financial Client Service Representative to service both international and domestic clients with a full range of service and trading needs.

You will assist with trading stocks, ETFs, mutual funds and options, and provide account servicing support. The role may involve translation services for internal partners and clients in foreign languages as needed, including evening and overnight shifts to support Stock Plan Services.