Charles Schwab · 19 hours ago
Associate, Bilingual Client Services Representative
Orlando, FL, US
Full-time
Hybrid
Entry Level
$24.04/hr - $27.40/hr
2+ years expCharles Schwab is committed to empowering employees’ personal and professional success. The Associate, Bilingual Client Services Representative will service both international and domestic clients with a full range of service and trading needs, working collaboratively in a fast-paced environment to assist with trading and account servicing inquiries.
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
Service clients in foreign language as needed
Support clients within Stock Plan Services during evening and overnight shifts
Qualification
Required
In addition to English, must be able to read, write, and speak in Mandarin/Cantonese or Spanish
Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time
Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication
Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
Willingness and desire to learn in a fast-paced and evolving environment
Preferred
2+ years of college study in finance, economics, business administration, or related area; bachelor's degree is preferred
2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails
Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone
Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email
Flexible and able to work on emails/chats/phones as business needs change
High flexibility in shift times especially early in the morning as business needs
Benefits
Eligible for bonus or incentive opportunities
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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