Client Experience Specialist - Financial Services

Charles Schwab; Cupertino (CA); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Cupertino, CA is seeking a Client Relationship Specialist to deliver exceptional client service in a branch environment. You will support the Branch Manager and Client Relationship Manager and contribute to an outstanding client experience.

No licensing is required at hire, but Schwab will support you in obtaining Series 7 and 63/66 licenses; development and growth are emphasised, with a clear internal path.

Qualifications

• 1+ years of Client/Customer Service experience.
• Experience in Financial Services/Wealth Management preferred.
• Licensing not required at start; company supports Series 7/63/66 licensure.

Responsibilities

• Assist Branch Manager and Client Relationship Manager to deliver an unparalleled client experience.
• Support daily branch operations and client service activities.
• Develop knowledge to grow within the financial services industry.
• Build and maintain strong cross-branch relationships.

Skills

Customer service experience

Communication skills

Independent and team work

Job description

Charles Schwab in Cupertino, CA is seeking a Client Relationship Specialist to deliver exceptional client service in a branch environment. You will support the Branch Manager and Client Relationship Manager and contribute to an outstanding client experience.

No licensing is required at hire, but Schwab will support you in obtaining Series 7 and 63/66 licenses; development and growth are emphasised, with a clear internal path.