Client Relationship Specialist, International Branch
Pay range
Required Qualifications
- 2+ years of Client/Customer Service experience
- 2+ years working with International clients
- Bilingual in Spanish/English
Preferred Qualifications
- Familiarity with International jurisdictions, Schwab's Cross-Border Initiatives (CBIT), and/or non-US entity accounts including offshore corporations.
- Previous experience in Financial Services/Wealth Management and/or closely related industry.
- While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and rules that govern client accounts
In addition to the salary range, this role is eligible for bonus or 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.
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
Not included in the source posting: about the role, what you'll do, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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