Global Financial Client Services Rep | Flexible Schedule

Charles Schwab Corporation; 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

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