Current jobs related to Bilingual Global Financial Services Representative - Westlake - Charles Schwab
-
Financial Services Representative
2 weeks ago
Westlake, Ohio, United States United Consumer Financial Services Full timeJob Title: Collection RepresentativeUnited Consumer Financial Services (UCFS) is a leading financial services company dedicated to providing exceptional service to our customers and enhancing the lives of those in our surrounding communities. We are committed to the well-being, engagement, and career development of our highly-valued workforce.Job Summary:The...
-
Financial Services Representative
1 month ago
Westlake, Ohio, United States Fidelity Investments Full timeJob Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.As a Financial Representative, you will be responsible for building and maintaining strong...
-
Collection Representative
1 month ago
Westlake, United States United Consumer Financial Services Full time*United Consumer Financial Services* (UCFS) has been a growing leader in the financial services industry for over 40 years as a subsidiary of a Fortune 100 company. We are dedicated to providing world-class service to our customers, enhancing the lives of those in our surrounding communities as well as being committed to the well-being, engagement and career...
-
Financial Services Representative
1 month ago
Westlake, Ohio, United States Fidelity Investments Full timeJob Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.The Expertise We're Looking For:Proven customer service skills, with experience in phone or...
-
Financial Representative
4 weeks ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob Summary:Fidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.About the Role:We are looking for a highly motivated and customer-focused individual who can provide exceptional service...
-
Westlake, United States Charles Schwab Full timePosition Type: Regular Your opportunity As a Global Services Representative, 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...
-
Financial Services Associate
4 weeks ago
Westlake, United States Fidelity TalentSource LLC Full timeFinancial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts in December *** The Role The Financial Services Associate, as part of Fidelity’s...
-
Financial Services Associate
2 weeks ago
Westlake, United States Fidelity TalentSource LLC Full timeFinancial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts on December 2nd *** •** The Role The Financial Services Associate, as part of...
-
WESTLAKE, United States Charles Schwab Full timePosition Type: RegularYour opportunityAs a Global Services Representative, 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...
-
Financial Services Representative
4 weeks ago
Westlake Village, California, United States Vahan Grigoryan - State Farm Agent Full timeJob OpportunityWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Vahan Grigoryan - State Farm Agent. As a key member of our team, you will play a vital role in marketing and selling Life, Health, and financial services products to benefit clients and their families.ResponsibilitiesDevelop and execute...
-
Financial Services Representative
4 weeks ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to work with a diverse range of customers, providing exceptional service and support to help them achieve their financial goals.Key Responsibilities:Provide outstanding customer...
-
Financial Services Representative
1 month ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to work with a diverse range of customers, providing exceptional service and support to help them achieve their financial goals.Key Responsibilities:Provide outstanding customer...
-
Financial Services Representative
4 weeks ago
Westlake, Texas, United States Fidelity TalentSource LLC Full timeJob Description:Are you ready to launch a career in financial services at Fidelity?This role requires a consistent balance of remote and on-site participation in our Westlake office. Please be mindful of commute distance when considering applying.Our Career Development experience is a springboard to an amazing career in which you change the lives of...
-
Westlake, Ohio, United States Fidelity Investments Full timeJob SummaryThe Global Financial Controls Center of Excellence (GFC-CoE) is a critical function that supports Fidelity's Finance strategic objective of ensuring a strong financial controls environment. As a Senior Associate, you will play a key role in delivering reasonable assurance over key processes that impact Fidelity's financial statements.You will...
-
Customer Service Representative
4 days ago
Westlake, Ohio, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a skilled Associate Customer Service Representative to join our Everyday Banking team. As a key member of our operations team, you will play a vital role in delivering exceptional customer experiences through various communication channels.Key Responsibilities:• Support customers with empathy and provide solutions to...
-
Financial Customer Associate
3 weeks ago
Westlake, United States Fidelity TalentSource LLC Full timeJob Description:Do you genuinely enjoy making a difference in the lives of others? If you answered \u201Cyes\u201D and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Westlake site. We have multiple Spanish teams that provide financial support to our customers world-wide.\u00A0 All training and...
-
Customer Service Representative
4 days ago
Westlake, Ohio, United States zobility Full timeJob Title: Customer Service RepresentativeJob SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Zobility. As a Customer Service Representative, you will be responsible for delivering exceptional customer experiences by being fully accountable for the end-to-end customer journey.Key...
-
Client Services Representative
1 week ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our Operations and Services Group as a Client Services Representative. In this role, you will be responsible for providing exceptional service to our institutional clients, navigating transaction processing, and executing client requests. You will also be involved in...
-
Customer Service Representative
7 days ago
Westlake, United States Infosoft, Inc. Full timeJob Title: Customer Service RepresentativePay Rate: $25 to $28/HRDuration: 7 monthsJob Requisition: HN0010767Location: Westlake, OH (Hybrid)Shift: 8 AM - 5 PMOur client is a global industrial and consumer products manufacturer.We are looking for a Customer Service Representative to deliver an amazing Customer Service Experience (CSX) by being fully...
-
Customer Service Representative
1 month ago
Westlake, Ohio, United States IMCD Group Full timeJob Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at IMCD US. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key...
Bilingual Global Financial Services Representative
3 months ago
Position Type: RegularYour opportunity
As a Global Services Representative, 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.”
What you have
Required Qualifications:
Must be able to read, write, and speak in Spanish.
FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
Flexibility to work between the hours of 8:00AM and 7:00PM Central.
Preferred Qualifications:
FINRA Series 9-10 license preferred
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
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
