Client Engagement Specialist

2 weeks ago


Thousand Oaks, California, United States Charles Schwab Full time

Position Type:
Your opportunity
At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and transform the financial services industry together.

As a Client Engagement Specialist (CES), you will have the chance to channel your enthusiasm for customer service into a role and a firm that will support your development in the financial services sector.

You will play a vital role in the operational success of our branch, working closely with your Client Engagement Manager and Branch Manager, both of whom you will assist in delivering an exceptional client experience.

Development and growth are central to this position.

Within the Branch Network at Charles Schwab, you will find a clear path for advancement as well as numerous opportunities to challenge yourself and enhance your expertise.

While licensing is not mandatory for this role, Charles Schwab will assist you in obtaining the Series 7 and 63/66 licenses if that aligns with your career aspirations.

If you are seeking an entry point into the financial services sector that allows you to engage with clients, broaden your knowledge, and build a rewarding career, this could be the opportunity for you.

What you have

1+ years of Client/Customer Service experience

Preferred Qualifications:
Prior experience in Financial Services/Wealth Management or a closely related field.
Although licensing is preferred, it is not a requirement for this role; Charles Schwab will support employees in this position in obtaining and/or maintaining the Series 7 and 63/66 licenses.
Ability to address client needs with tact and diplomacy.
Exceptional written and verbal communication skills.
Experience working independently and effectively as part of a team while managing multiple tasks and responsibilities simultaneously.
Ability to establish and maintain strong cross-enterprise working relationships.
Basic understanding of brokerage regulations and rules governing client accounts.
May be required to become a Notary.

What's in it for you

At Charles Schwab, we are dedicated to empowering our employees' personal and professional success.

Our purpose-driven, supportive culture, and focus on your development mean you will receive the tools necessary to make a positive impact in the financial services industry.

We offer a competitive benefits package that supports your overall well-being – both now and in the future:401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 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

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