Global Services Representative

3 weeks ago


Orlando, Florida, United States Charles Schwab Full time
Job Summary

We are seeking a highly skilled and bilingual Global Services Representative to join our team at Charles Schwab.

As a key member of our global services team, you will be responsible for providing exceptional client service to international clients, including trading, account servicing, and document translation services.

Key Responsibilities:
  • Provide top-notch client service to international clients, including trading, account servicing, and document translation services.
  • Work collaboratively with internal partners to ensure seamless service delivery.
  • Develop and maintain strong relationships with clients to drive client satisfaction and loyalty.
  • Stay up-to-date on market trends and trading strategies to provide expert advice to clients.
  • Meet or exceed performance metrics and goals.
Requirements:
  • Bilingual in Spanish or Chinese/Mandarin.
  • FINRA Series 7 and 63 licenses required or a condition of employment to obtain within the allotted training time.
  • 3-5 years of experience in client service, financial services, and/or brokerage services.
  • Passion for trading and market knowledge.
  • Excellent analytical and communication skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • A 401(k) plan with company match and employee stock purchase plan.
  • Tuition reimbursement and paid time off.
  • A supportive and collaborative work environment.
Why Join Us:

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture, focus on development, and commitment to diversity and inclusion make us an ideal place to grow your career.



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