Client Relationship Specialist

3 weeks ago


Vancouver, Washington, United States Charles Schwab Full time

Join Charles Schwab's Team as a Client Relationship Specialist

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.

Key Responsibilities:

  • Assist Client Relationship Managers and Branch Managers in delivering an unparalleled client experience.
  • Play a critical role in the operational success of the local Schwab branch.
  • Support employees in obtaining and/or holding the Series 7 and 63/66 licenses.

Requirements:

  • 1+ years of Client/Customer Service experience.
  • Previous experience in Financial Services/Wealth Management and/or closely related industry.
  • Ability to handle client needs with tact and diplomacy.
  • Outstanding written and oral communication skills.

What's in it for you:

  • A competitive benefits package that takes care of the whole you – both today and in the future.
  • 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.

About Charles Schwab:

Charles Schwab is a purpose-driven company that empowers our employees' personal and professional success. We're committed to making a positive difference in the finance industry.



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