Join Charles Schwab as a Client Relationship Specialist and empower your career while providing exceptional customer service in the financial services industry. This role offers clear growth opportunities and the support to obtain necessary licenses, all while contributing to a positive client experience.
Key Responsibilities
Assist the Client Relationship Manager and Branch Manager
Help deliver an unparalleled client experience
Support clients with tact and diplomacy
Handle multiple tasks and responsibilities simultaneously
Required Qualifications
1+ years of Client/Customer Service experience
Preferred Qualifications
Previous experience in Financial Services/Wealth Management and/or closely related industry
While licensing is preferred, it is not required
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance