Client Relationship Associate

1 day ago


Philadelphia, Pennsylvania, United States Charles Schwab Full time
Client Relationship Specialist

At Charles Schwab, we're seeking a Client Relationship Specialist to deliver exceptional service and support to our clients in a local branch. As a key member of our team, you'll play a critical role in the operational success of our branch, working closely with your Client Relationship Manager and Branch Manager to deliver an unparalleled client experience.

Your Opportunity

As a Client Relationship Specialist, you'll have the chance to bring your passion for customer service to a role that will champion your growth in the financial services industry. You'll be responsible for:

  • Providing exceptional service and support to clients, responding to their needs and concerns in a timely and professional manner
  • Working closely with your Client Relationship Manager and Branch Manager to deliver an unparalleled client experience
  • Developing and maintaining strong relationships with clients, understanding their financial goals and objectives
  • Collaborating with other team members to achieve business objectives and drive growth
What You'll Need

To be successful in this role, you'll need:

  • 1+ years of client/customer service experience
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Basic understanding of brokerage regulations and rules that govern client accounts
  • Ability to build and maintain good cross-enterprise working relationships
What's in It for You

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference 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


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