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Client Engagement Representative

2 months 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 supporting individuals and families with their financial aspirations. As a Client Relationship Specialist, you will be integral in delivering outstanding service and fostering robust client connections.

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

If you have a passion for client service and meet the necessary qualifications, we are eager to connect with you. Become part of a firm that prioritizes collaboration, integrity, and determination.

Qualifications:

  • Bachelor's degree or equivalent professional experience
  • Series 7 and 63 licenses are mandatory
  • Background in client service sector
  • Strong communication abilities

Perks:

  • 401(k) plan with company contribution and stock purchase options
  • Generous paid time off and sabbatical options
  • Parental leave and family-oriented benefits
  • Tuition assistance
  • Comprehensive health, dental, and vision coverage

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