Charles Schwab · 11 hours ago
Licensed Bilingual Client Services Representative
Orlando, FL
Full-time
Hybrid
Entry, Mid Level
1+ years expCharles Schwab is seeking an International Client Service Specialist to assist both international and domestic clients with their service and trading needs. The role involves trading stocks, ETFs, mutual funds, and options while providing document translation services and ensuring high-quality client interactions.
Financial Services
Responsibilities
Service international (non-US residents) and domestic clients with all a full range of service and trading needs
Assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries
Complete document translation services for internal partners and service clients in foreign language as needed
Support clients within Stock Plan Services during evening and overnight shifts
Qualification
Required
Must be able to read, write, and speak in Spanish or Chinese/Mandarin (or Cantonese)
FINRA Series 7 and 63 licenses required
1-2 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
Preferred
FINRA Series 9-10 license preferred
Bachelor's Degree
Preferably 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; ability to proactively discuss trading topics and appropriate solutions with clients
This department operates 24hrs a day, 6 days a week, so shift flexibility is highly preferred
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 are essential
Resilience to help achieve client happiness in a fast-paced call environment
Well-developed and effective writing skills to establish trust and rapport with clients through written communication
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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