Client Experience Specialist - Growth in Financial Services

Charles Schwab; Leawood (KS); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Leawood, KS is hiring a Client Relationship Specialist to support a busy branch and help deliver an exceptional client experience for clients and colleagues alike.

You will work under the guidance of a Client Relationship Manager and Branch Manager, with growth opportunities and licensing support for Series 7 and 63/66 if aligned with career goals. The role emphasizes customer service, cross-team collaboration, and ongoing development within financial services.

Qualifications

• 1+ years of Client/Customer Service experience.

Responsibilities

• Assist to deliver an unparalleled client experience at the local Schwab branch.
• Support Branch Manager and Client Relationship Manager to ensure smooth operations and client satisfaction.
• Develop knowledge in financial services and be open to pursuing Series 7 and 63/66 licenses.

Skills

Customer service

Communication skills

Job description

Charles Schwab in Leawood, KS is hiring a Client Relationship Specialist to support a busy branch and help deliver an exceptional client experience for clients and colleagues alike.

You will work under the guidance of a Client Relationship Manager and Branch Manager, with growth opportunities and licensing support for Series 7 and 63/66 if aligned with career goals. The role emphasizes customer service, cross-team collaboration, and ongoing development within financial services.