Client Relationship Specialist

20 hours ago


Bellevue, Washington, United States Charles Schwab Full time
About the Role

As a Client Relationship Specialist at Charles Schwab, you will play a critical role in delivering an unparalleled client experience. You will work closely with your Client Relationship Manager and Branch Manager to assist in the operational success of our local branch.

Key Responsibilities
  • Provide exceptional customer service to clients
  • Assist in the development and growth of clients
  • Work collaboratively with the branch team to achieve business objectives
  • Support the branch in meeting regulatory requirements
What We Offer

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

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


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