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Job Description
As a Client Relationship Specialist at Charles Schwab, you'll leverage your customer service passion to enhance client experiences and support the operational success of the branch. This role offers a clear growth path and the chance to earn necessary financial licenses while working in a dynamic environment that fosters professional development.
Key Responsibilities
Assist Client Relationship Manager and Branch Manager
Deliver an unparalleled client experience
Support operational success of the local branch
Handle client needs with tact and diplomacy
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; support for obtaining Series 7 and 63/66 licenses
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance