Client Experience Specialist — Finance Growth Path

Charles Schwab; Boulder (CO); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Boulder, CO is looking for a Client Relationship Specialist to support branch operations and deliver an exceptional client experience under the guidance of the Client Relationship Manager and Branch Manager.

The role emphasizes customer service, effective communication, and teamwork, with Schwab offering growth opportunities and potential licensing support for Series 7 and 63/66 as part of your career development.

Qualifications

• 1+ years of Client/Customer Service experience.
• Experience in Financial Services/Wealth Management preferred.
• Licensing (Series 7 and 63/66) supported by Schwab as aligned with career goals.
• Notary may be required.

Skills

Customer service

Communication

Job description

Charles Schwab in Boulder, CO is looking for a Client Relationship Specialist to support branch operations and deliver an exceptional client experience under the guidance of the Client Relationship Manager and Branch Manager.

The role emphasizes customer service, effective communication, and teamwork, with Schwab offering growth opportunities and potential licensing support for Series 7 and 63/66 as part of your career development.