Bilingual International Financial Services Representative

2 days ago


St Louis, Missouri, United States Charles Schwab Full time
Job Title: Bilingual International Financial Client Services Representative

At Charles 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.

Job Summary:

We're seeking a highly skilled and bilingual Bilingual International Financial Client Services Representative to join our team. As a key member of our Global Services team, you will be responsible for servicing international (non-US residents) and domestic clients with all their service and trading needs.

Key Responsibilities:
  • Service international and domestic clients with all their service and trading needs
  • Work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds, and options
  • Complete document translation services for internal partners and service clients in foreign languages as needed
  • Support clients within Stock Plan Services, including evening and overnight shifts
  • Develop and maintain strong relationships with clients to provide exceptional customer service
Requirements:
  • Must be able to read, write, and speak fluid 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 include FINRA Series 9-10 license and 3-5 years of experience in Client Service, Financial Services, and/or Brokerage Services
What We Offer:
  • A competitive benefits package that takes care of the whole you – both today and in the future
  • 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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