What are the responsibilities and job description for the Licensed Bilingual Client Services Representative position at Charles Schwab and Careers?
Your opportunity
As a International Client Service Specialist, 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.”
NOTE: This position is based in Orlando, FL and available for a Hybrid schedule post training. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Must be able to read, write, and speak in Spanish or Chinese/Mandarin (or Cantonese).
- FINRA Series 7 and 63 licenses required
- 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
Preferred Qualifications:
- FINRA Series 9-10 license preferred
- Bachelor’s Degree
- Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
- Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
- This department operates 24hrs a day, 6 days a week, so shift flexibility is highly preferred.
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- A passion to continually learn, growing your knowledge in personal finance, US and foreign markets
- Ability to establish trust and rapport with clients over the phone
- Excellent interpersonal and written skills with a strong customer service focus are essential
- Resilience to help achieve client happiness in a fast-paced call environment
- Well-developed and effective writing skills to establish trust and rapport with clients through written communication
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Salary : $24 - $31