Bilingual International Financial Client Services Representative

1 week ago


St Louis, Missouri, United States Charles Schwab Full time

**Your Opportunity**

As a Global Services Representative, you will provide exceptional client service to international and domestic clients with a full range of financial services and trading needs. You will work in a fast-paced environment to assist with trading stocks, ETFs, mutual funds, and options, as well as general account servicing inquiries. You will also be responsible for document translation services for internal partners and clients in foreign languages as needed. Evening and overnight shifts will support our clients within Stock Plan Services. The relationships you build and maintain will have a direct impact on our clients' success.

**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 on 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.
  • 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.
  • Resilience to help achieve client happiness in a fast-paced call environment.

**What's in it for you**

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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.


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