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Client Relationship Specialist

1 month ago

Naples, Florida, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

Key Responsibilities
  • Play a critical role in the operational success of our local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager.
  • Assist in delivering an unparalleled client experience.
  • Develop and grow in a role that offers a clear growth path and endless opportunities to challenge yourself and deepen your expertise.
  • Support employees in obtaining and/or holding the Series 7 and 63/66 licenses.
  • Handle client needs with tact and diplomacy, and build and maintain good cross-enterprise working relationships.
What We Offer

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 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.
Why Join Us

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We're an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.