{"id":2560273,"url":"https://alion.io/job/charles-schwab-associate-bilingual-client-services-representative-spanish-required","title":"Associate, Bilingual Client Services Representative (Spanish required)","company":{"id":2930000,"name":"Charles Schwab","domain":"schwabjobs.com","url":"https://alion.io/company/schwabjobs","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":{"grade":"A","score":98,"open_postings":58,"ghost_share":0.069,"stale_share":0,"repost_share":0.207,"time_to_fill_p50_days":9,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Orlando, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":33000,"max_usd":64000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1202},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-10-14T20:24:40Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-11-03T03:54:28Z","board_verified":false,"closed_at":"2026-11-03T03:54:28Z","days_open":19,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":18},"description":"Your Opportunity\nIn addition to the salary range, this role is eligible for a bonus and language incentive opportunities.\nAt 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.\nAs 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.”\nWhat you have\nRequired Qualifications:\nIn addition to English, must be able to read, write, and speak in Spanish.\nSeries 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.\nWell-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication\nAvailable to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.\nPositive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.\nWillingness and desire to learn in a fast-paced and evolving environment.\nPreferred Qualifications:\n2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.\n2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.\nBasic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.\nAbility 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.\nFlexible and able to work on emails/chats/phones as business needs change.\nHigh flexibility in shift times especially early in the morning as business needs.","description_format":"text","description_chars":2529,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[{"language":"Spanish","level":"All levels","optional":false}]},"benefits":["Flexible schedule"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Custody & Fund Administration","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-14T20:24:40Z"},{"event":"close","at":"2026-10-25T22:23:15Z"},{"event":"reopen","at":"2026-10-30T01:25:10Z"},{"event":"close","at":"2026-11-03T03:54:28Z"}],"visa":[],"liveness":null,"pay":null,"html_url":"https://alion.io/job/charles-schwab-associate-bilingual-client-services-representative-spanish-required","json_url":"https://alion.io/job/charles-schwab-associate-bilingual-client-services-representative-spanish-required.json","meta":{"generated_at":"2026-11-13T20:22:31Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":40663,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2930000},"rest":"https://alion.io/mcp/rest/get_company?id=2930000"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcharles-schwab-associate-bilingual-client-services-representative-spanish-required"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcharles-schwab-associate-bilingual-client-services-representative-spanish-required"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcharles-schwab-associate-bilingual-client-services-representative-spanish-required"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/charles-schwab-associate-bilingual-client-services-representative-spanish-required\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcharles-schwab-associate-bilingual-client-services-representative-spanish-required"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2560273}},{"tool":"search_jobs","arguments":{"company":"schwabjobs.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2560273},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}