Associate, Core Service - Int'l Client Services (LP)

Company: Charles Schwab
Location: Orlando
Posted on: June 2, 2025

Job Description:

Position Type: Regular
Your opportunity
Your Opportunity:As a Global Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to Own Their tomorrow.NOTE: This position is based in Orlando, FL and available for a Hybrid schedule post training.What you have
What you have:Required Qualifications:

• Must be able to read, write, and speak in Spanish or Cantonese/Mandarin.
• FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.Preferred Qualifications:
  • FINRA Series 9-10 license preferred
  • Preferably 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.
  • Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
  • This department operates 24hrs a day, 5 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
  • 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
    Whats in it for youAt Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive that takes care of the whole you both today and in the future:
    • 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 insuranceRequired
      Preferred

      Job Industries

      • Other

Keywords: Charles Schwab, Clearwater , Associate, Core Service - Int'l Client Services (LP), Other , Orlando, Florida