Client Engagement Representative

2 weeks ago


Pittsford, New York, United States Charles Schwab Full time

Exciting Career Opportunity

At Charles Schwab, a premier financial services organization, we are focused on meeting the financial needs of individuals and families. As a Client Relationship Specialist, you will be instrumental in delivering outstanding service and fostering robust client connections.

  • Manage and execute financial transactions efficiently
  • Discover and pursue new business prospects
  • Coordinate meetings with financial advisors

If you are dedicated to client satisfaction and have the necessary qualifications, we encourage you to consider this opportunity. Become part of a firm that prioritizes collaboration, integrity, and resilience.

Qualifications:

  • Bachelor's degree or relevant experience
  • Possession of Series 7 and 63 licenses is mandatory
  • Background in client service is essential
  • Strong communication abilities are required

Perks:

  • 401(k) plan with company contribution and stock purchase options
  • Generous paid time off and sabbatical options
  • Family benefits including parental leave
  • Tuition assistance programs
  • Comprehensive health, dental, and vision coverage

At Schwab, we are dedicated to your professional and personal development. Contribute positively to the finance sector with us.



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