Client Relationship Specialist

4 weeks ago


Virginia Beach, Virginia, United States Charles Schwab Full time
Transform the Finance Industry with Charles Schwab

At Charles Schwab, we empower our employees to make a lasting impact on their careers. Our innovative culture combines creative problem-solving with a passion for customer service, driving us to challenge the status quo and revolutionize the finance industry.

Join Our Team as a Client Relationship Specialist

As a Client Relationship Specialist, you will play a critical role in the operational success of our local Schwab branch. Under the guidance of your Client Relationship Manager and Branch Manager, you will assist in delivering an unparalleled client experience. Our Branch Network offers a clear growth path and endless opportunities to challenge yourself and deepen your expertise.

Key Responsibilities:
  • Provide exceptional customer service to clients
  • Assist in the operational success of the branch
  • Develop and maintain good cross-enterprise working relationships
  • Build and maintain a basic understanding of brokerage regulations and rules that govern client accounts
What We Offer:
  • A competitive benefits package, including 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

By joining Charles Schwab, you will be part of a purpose-driven, supportive culture that prioritizes your development and growth. Apply now to take the first step in your career journey.



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