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Client Engagement Associate

2 months ago

Asheville, North Carolina, United States Charles Schwab Full time
Position Type: Regular Your Opportunity

At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together.

As a Client Engagement Associate, you will have the chance to channel your enthusiasm for customer service into a role that fosters your development within the financial services sector. You will play a vital role in ensuring the operational efficiency of our local branch, working closely with your Client Relationship Manager and Branch Manager to provide an exceptional client experience. Growth and development are central to this position. Within Schwab's Branch Network, you will find a clear path for advancement and numerous opportunities to challenge yourself and enhance your skills. While licensing is not a prerequisite for this role, Schwab will assist you in obtaining the Series 7 and 63/66 licenses if it aligns with your career aspirations. If you seek an entry point into the financial services industry that allows you to engage with clients, broaden your knowledge, and build a lasting career, this could be the right opportunity for you.

What You Bring

1+ years of experience in Client/Customer Service.

Preferred Qualifications:

  • Prior experience in Financial Services/Wealth Management or a closely related field.
  • While obtaining licenses is preferred, it is not mandatory for this role; Charles Schwab will support employees in acquiring and maintaining the Series 7 and 63/66 licenses.
  • Ability to address client needs with professionalism and discretion.
  • Exceptional written and verbal communication skills.
  • Experience working autonomously and collaboratively within a team, managing multiple tasks and responsibilities simultaneously.
  • Capability to establish and sustain effective cross-enterprise relationships.
  • Basic knowledge of brokerage regulations and rules governing client accounts.
  • May be required to become a Notary.
What We Offer

At Charles Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, along with a focus on your development, ensures you will have the resources necessary to make a meaningful impact in the finance industry.

We provide a competitive benefits package that addresses your overall well-being—both now and in the future:

  • 401(k) with company match and Employee Stock Purchase Plan.
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.