Client Relationship Specialist
1 day ago
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 ForWe'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 YouAt 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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