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Job Description
Join Charles Schwab as a Client Relationship Specialist where you will empower clients and enhance their financial journey. This role offers a clear path for professional growth and opportunities to deepen your expertise in the financial services industry.
Key Responsibilities
Assist the Client Relationship Manager and Branch Manager
Deliver an unparalleled client experience
Support personal and professional growth in financial services
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 for this role
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance