Bilingual Client Services Representative (Spanish Required)

About the role

As an Associate, Bilingual Client Services Representative you will service international (non‑US residents) and domestic clients with 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, as well as handling general account‑servicing inquiries. The role also includes document translation services for internal partners and clients, and supports evening and overnight shifts for Stock Plan Services.

Responsibilities

• Assist clients with trading stocks, ETFs, mutual funds, and options.
• Handle general account‑servicing inquiries via phone, chat, and email.
• Provide document translation services in Spanish for internal partners and clients.
• Support clients in Stock Plan Services during evening and overnight shifts.
• Identify client needs quickly, demonstrate empathy, and apply sound judgment to achieve client objectives.
• Maintain accurate records and adhere to scheduled break and lunch times.

Requirements

• Fluent in English and Spanish (read, write, speak).
• Series 7 & 63 licenses required, or a condition of employment to obtain them within the allotted training time.
• Well‑developed communication skills for building trust and rapport with clients.
• Ability to work a structured schedule, including assigned lunch and break times.
• Positive attitude, professionalism, strong work ethic, and high level of integrity.
• Willingness to learn in a fast‑paced, evolving environment.

Preferred Qualifications

• 2+ years of college study in finance, economics, business administration, or a related field; bachelor’s degree preferred.
• 2+ years of customer‑service experience, preferably in financial services.
• 1+ years of experience communicating with clients via phone, chat, or email.
• Basic to intermediate knowledge of investment products and ability to explain them clearly.
• Flexibility to work on emails, chats, and phones as business needs change.
• High flexibility in shift times, especially early mornings.

Benefits

• Hybrid work and flexibility approach with regular in‑person collaboration.
• 401(k) with company match and employee stock purchase plan.
• Paid time off for vacation, volunteering, and a 28‑day sabbatical after every 5 years of service (eligible positions).
• Paid parental leave and family‑building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Pay

The role includes a salary range, eligibility for a bonus, and language‑incentive opportunities.

Schedule

Flexible work options with a structured schedule that may include evening, overnight, and early‑morning shifts to meet business needs.