Client Relationship Specialist

3 weeks ago


Beech Grove, Indiana, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in the operational success of our local branch, under the guidance of your Client Relationship Manager and Branch Manager. You'll assist in delivering an unparalleled client experience, working closely with clients to understand their needs and provide tailored solutions.

Key Responsibilities
  • Provide exceptional customer service to clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Work closely with the Client Relationship Manager and Branch Manager to develop and implement strategies to drive client growth and retention.
  • Assist in the development and maintenance of client relationships, building trust and rapport through effective communication and problem-solving skills.
  • Stay up-to-date on industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
  • Participate in ongoing training and development programs to enhance your skills and knowledge in financial services.
What We Offer

We're committed to providing a supportive and inclusive work environment that fosters growth and development. As a Client Relationship Specialist, you'll enjoy a competitive benefits package, including:

  • 401(k) with company match and Employee Stock Purchase Plan
  • Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

We're looking for a motivated and customer-focused individual who is passionate about delivering exceptional client experiences. If you're looking for a challenging and rewarding role in the financial services industry, we encourage you to apply.



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