Client Relationship Specialist

7 days ago


Leawood, Kansas, United States Charles Schwab Full time
Unlock Your Potential

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

We're seeking a talented Client Relationship Specialist to join our team. As a key member of our Branch Network, you'll play a critical role in delivering an unparalleled client experience. You'll work closely with our Client Relationship Manager and Branch Manager to ensure seamless operations and exceptional customer service.

This is an excellent opportunity for individuals looking to grow their career in the financial services industry. You'll have the chance to develop your skills and expertise, and we'll support you in obtaining the necessary licenses to succeed in this role.

As a Client Relationship Specialist, you'll be responsible for:

  • Providing exceptional customer service and support to clients
  • Assisting with client onboarding and account management
  • Working collaboratively with the Branch Team to achieve business objectives
  • Developing and maintaining strong relationships with clients and colleagues

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

By joining our team, you'll be part of a dynamic and supportive environment that values your growth and development. Apply now to take the first step towards a rewarding career with Charles Schwab



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