Client Relationship Specialist

1 day ago


Virginia Beach, Virginia, United States Charles Schwab Full time
Unlock Your Potential with Charles Schwab

As a Client Relationship Specialist at Charles Schwab, you will play a vital role in delivering exceptional client experiences and driving the success of our local branch. This is an exciting opportunity to bring your passion for customer service to a dynamic and purpose-driven organization.

With a strong focus on employee development and growth, we offer a clear path for advancement and endless opportunities to challenge yourself and deepen your expertise. Although licensing is not required for this role, we will support you in obtaining the Series 7 and 63/66 licenses if that aligns with your career goals.

What We're Looking For

We're seeking a highly motivated and customer-focused individual with 1+ years of client/customer service experience. Preferred qualifications include previous experience in financial services/wealth management and/or closely related industries.

Key responsibilities will include handling client needs with tact and diplomacy, utilizing outstanding written and oral communication skills, and working effectively as part of a team to deliver exceptional results.

What's in It for You

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

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 supportive and inclusive environment that values your growth and well-being.



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