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Bilingual

Senior Advisor, Alternative Investments Services

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
    Bilingual
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Orlando is seeking a client service representative to assist with complex investments and educate clients on alternative investment processes. This role requires solid communication skills, attention to detail, and a minimum of 5 years' experience in a client service role. You will collaborate with various departments and provide exceptional client service while handling regulatory matters.

The company offers a competitive benefits package and a hybrid work model.
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Position Requirements
10+ Years work experience
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