Client Engagement Associate

2 weeks ago


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

At Charles Schwab, you are encouraged to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance industry collaboratively.

As a Client Engagement Associate, you will have the chance to infuse your enthusiasm for customer service into a role and an organization that will support your advancement in the financial services sector. You will play a vital role in the operational success of this local Schwab branch, working closely with your Client Relationship Manager and Branch Manager, both of whom you will assist in delivering an exceptional client experience. Development and growth are fundamental to this position. Within the Branch Network at Schwab, you will find a clear growth trajectory as well as countless opportunities to challenge yourself and enhance your expertise. Although licensing is not a prerequisite for this role, Schwab will assist you in obtaining the Series 7 and 63/66 licenses if that 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 establish a long-term career, this could be the right opportunity for you.

What you have

1+ years of experience in Client/Customer Service.

Preferred Qualifications:

  • Prior experience in Financial Services/Wealth Management or a closely related field.
  • While licensing is advantageous, it is not mandatory for this position; Charles Schwab will support employees in this role 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.
  • Capability to build and sustain 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 ensure you receive the tools necessary to make a positive impact in the finance industry.

We provide a competitive benefits package that addresses the whole you – 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 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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