Client Experience & Growth Specialist

Charles Schwab; Denver (CO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation and volunteering leave

Sabbatical after 5 years of service

Paid parental leave

Job summary

Charles Schwab is seeking a Client Relationship Specialist to support branch operations and deliver an exceptional client experience. You will work under the guidance of the Client Relationship Manager and Branch Manager, helping grow in the financial services industry and potentially pursue Series 7 and 63/66 licensing with Schwab support.

Key responsibilities include handling client needs with tact, maintaining cross-enterprise relationships, and contributing to a trusted client experience in

Qualifications

• 1+ years of Client/Customer Service experience.
• Licensing is not required but Schwab will support obtaining Series 7 and 63/66 licenses if aligned with career goals.

Skills

Customer service

Communication

Teamwork

CRM software

Tools

CRM software

Job description

Charles Schwab is seeking a Client Relationship Specialist to support branch operations and deliver an exceptional client experience. You will work under the guidance of the Client Relationship Manager and Branch Manager, helping grow in the financial services industry and potentially pursue Series 7 and 63/66 licensing with Schwab support.

Key responsibilities include handling client needs with tact, maintaining cross-enterprise relationships, and contributing to a trusted client experience in