Client Relationship Specialist

2 weeks ago


Washington, United States Charles Schwab Full time
Join Our 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 mean you'll get the tools you need to make a positive difference in the finance industry.

Key Responsibilities:
  • Provide exceptional client service and support to ensure a positive client experience.
  • Work closely with the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience.
  • Develop and maintain good cross-enterprise working relationships.
  • Stay up-to-date on brokerage regulations and rules that govern client accounts.
What We Offer:
  • 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.

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