Mandarin-Speaking Finance Client Services & Trading

Charles Schwab Corporation; Westlake (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

Charles Schwab Corporation is seeking a Bilingual Client Services Representative in Westlake, TX. The role serves both international and domestic clients, handling trading and servicing needs for stocks, ETFs, mutual funds, and options.

Translation support for internal partners and clients is also provided, with evening/overnight shifts available. Required Mandarin language skills (read/write/speak) in addition to English, plus Series 7 & 63 licenses or a condition to obtain them during

Qualifications

• Proficiency in Mandarin beyond English is required.
• Strong written and verbal communication for client interactions.
• Licensing: Series 7 & 63 or the ability to obtain them within training time.
• Ability to follow a structured schedule with fixed lunch/break times.
• Demonstrated integrity and a professional demeanor; eagerness to learn in a fast-paced environment.

Responsibilities

• Serve international and domestic clients with trading and servicing needs.
• Assist with trading stocks, ETFs, mutual funds and options.
• Provide document translation services for internal partners and clients as needed.
• Support Stock Plan Services during evenings and overnight shifts.

Skills

Mandarin (reading/writing/speaking)

Communication skills

Series 7 & 63 licensing or conditional

Structured schedule adherence

Integrity and professionalism

Education

2+ years college in finance/economics/business

Bachelor’s degree preferred

Job description

Charles Schwab Corporation is seeking a Bilingual Client Services Representative in Westlake, TX. The role serves both international and domestic clients, handling trading and servicing needs for stocks, ETFs, mutual funds, and options.

Translation support for internal partners and clients is also provided, with evening/overnight shifts available. Required Mandarin language skills (read/write/speak) in addition to English, plus Series 7 & 63 licenses or a condition to obtain them during