Bilingual Client Service Representative (Spanish required)
About The Position
As a Bilingual Client Service Representative, you will serve international clients who are non-U.S. residents and domestic clients across a full range of service and trading needs. In a collaborative, fast-paced environment, you will assist with trading stocks, ETFs, mutual funds, and options, as well as general account-service inquiries. You will also provide document translation services for internal partners and serve clients in a foreign language as needed. Evening and overnight shifts will additionally support clients within Stock Plan Services. The relationships you build and maintain will directly affect clients as you help them “Own Their tomorrow.” The role offers a salary range, bonus eligibility, and language incentive opportunities. Schwab describes its work options as flexible and its culture as supportive, with a focus on employee development.
Requirements
- Read, write, and speak Spanish in addition to English.
- Hold Series 7 and 63 licenses, or successfully obtain them within the allotted training time as a condition of employment.
- Have effective verbal and written communication skills to establish trust and rapport with clients.
- Be available to work a structured schedule and follow assigned schedules, including pre-determined lunch and break times based on business needs.
- Demonstrate a positive attitude, enthusiasm, professionalism, a strong work ethic, and a high level of integrity and ethics.
- Be willing and eager to learn in a fast-paced, evolving environment.
Nice To Haves
- At least two years of college study in finance, economics, business administration, or a related area; a bachelor's degree is preferred.
- At least two years of customer service experience, preferably in financial services.
- At least one year of experience working with clients by phone, chat, or email.
- Basic to intermediate knowledge of investment products and the ability to explain complex subjects by phone.
- Ability to quickly identify client needs, respond with empathy and compassion, and use sound judgment to take actions that achieve client objectives by phone, chat, or email.
- Flexibility to work on email, chat, or phone as business needs change.
- High flexibility with shift times, especially early mornings, as business needs require.
Responsibilities
- Serve international (non-U.S. resident) and domestic clients with service and trading needs.
- Assist clients with trading stocks, ETFs, mutual funds, and options.
- Respond to general account-service inquiries.
- Translate documents for internal partners and provide foreign-language client service as needed.
- Support Stock Plan Services clients during evening and overnight shifts.
Benefits
- Bonus eligibility
- Language incentive opportunities
- Flexible work options
- Supportive culture
- Focus on employee development
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
