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Client Engagement Representative
2 months ago
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.