Licensed Bilingual Client Services Representative

Charles Schwab is seeking a Licensed Bilingual Client Services Representative to service both international and domestic clients. The role involves assisting clients with trading needs and account servicing inquiries while providing document translation services as needed.

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
• Aid clients to 'Own Their tomorrow'

Skills

• 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
• 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

• Bonus or incentive opportunities

Company Overview

We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.

Company H1B Sponsorship

Charles Schwab has a track record of offering H1B sponsorships, with 455 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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