Client Relationship Specialist

2 weeks ago


Millburn, New Jersey, United States Charles Schwab Full time

Transform Your Career in Financial Services

At Charles Schwab, we empower our employees to make a positive impact on their careers and the finance industry. Our innovative and supportive culture fosters creative problem-solving and collaboration, driving us to challenge the status quo and transform the financial services landscape.

About the Role

As a Client Relationship Specialist, you will play a critical role in delivering an unparalleled client experience, working closely with our Client Relationship Manager and Branch Manager. You will have the opportunity to bring your passion for customer service to a role that champions your growth and development in the financial services industry.

Key Responsibilities

  • Assist in the operational success of our local branch, ensuring seamless client interactions and experiences.
  • Develop and maintain strong relationships with clients, understanding their needs and delivering tailored solutions.
  • Collaborate with our Client Relationship Manager and Branch Manager to drive business growth and client satisfaction.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance and excellence in client service.

What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our comprehensive benefits package includes:

  • 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.

Join Our Team

We are an affirmative action employer, dedicated to employing and advancing qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, please contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.


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