Bilingual International Financial Client Services Representative
3 weeks ago
Job Summary
We are seeking a highly skilled and multilingual Global Services Representative to join our team at Charles Schwab. As a key member of our international client support team, you will be responsible for providing exceptional service to our global clients, including international (non-US residents) and domestic clients, with all their service and trading needs.
Key Responsibilities
- Service international and domestic clients with a full range of service and trading needs
- Work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds, and options, as well as general account servicing inquiries
- Complete document translation services for internal partners and service clients in foreign languages as needed
- Support clients in the Stock Plan Services department, including evening and overnight shifts
Requirements
- Must be able to read, write, and speak fluent Spanish and English
- 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 7:00am-6:00pm CST
Preferred Qualifications
- FINRA Series 9-10 license preferred
- 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, with the ability to proactively discuss trading topics and appropriate solutions with clients
- Excellent analytical skills, with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- Ability to establish trust and rapport with clients over the phone
- Excellent interpersonal and written skills, with a strong customer service focus
What We Offer
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you will get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you, both today and in the future.
Benefits
- 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
Equal Employment Opportunity
Charles Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
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