Associate, Bilingual Client Services Representative
Company: Charles Schwab
Location: Sanford
Posted on: March 11, 2026
|
|
|
Job Description:
Position Type: Regular Your opportunity At Schwab, we’re
committed to empowering our employees’ personal and professional
success. Our flexible work options, supportive culture, and focus
on your development means you’ll get the tools you need to make a
positive difference in the finance industry. As an Associate,
Bilingual Client 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. We believe in
the importance of in-office collaboration and fully intend for the
selected candidate for this role to work on site in the specified
location(s). What you have Required Qualifications: · In addition
to English, must be able to read, write, and speak in
Mandarin/Cantonese. · 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
Qualifications: · 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. In addition to the salary range,
this role is eligible for a bonus and language incentive
opportunities. What’s in it for you At Schwab, you’re empowered to
shape your future. We champion your growth through meaningful work,
continuous learning, and a culture of trust and collaboration—so
you can build the skills to make a lasting impact. Our Hybrid Work
and Flexibility 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 benefits package 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
insurance
Keywords: Charles Schwab, Kissimmee , Associate, Bilingual Client Services Representative, Sales , Sanford, Florida
