Client Experience Specialist — Growth & Licensing Support

Charles Schwab; Camp Hill (Cumberland County); 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

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is hiring a Client Relationship Specialist (CRS) for a local branch. You will deliver exceptional client service under the guidance of the Client Relationship Manager and Branch Manager to ensure an unparalleled client experience.

This role offers development in financial services, with clear growth paths and Schwab support to pursue licenses (Series 7 and 63/66) if aligned with your goals. Licensing isn’t required to start, but growth is encouraged.

Qualifications

• 1+ years of Client/Customer Service experience.
• Licensing is not required to start for this role, Schwab will support employees in obtaining Series 7 and 63/66 licenses if aligned with career goals.

Responsibilities

• Support daily operations of the local Schwab branch under guidance of the Client Relationship Manager and Branch Manager.
• Contribute to delivering an unparalleled client experience.
• Develop within the financial services industry and grow your career at Schwab.

Skills

Client/Customer Service

Communication skills

Job description

Charles Schwab is hiring a Client Relationship Specialist (CRS) for a local branch. You will deliver exceptional client service under the guidance of the Client Relationship Manager and Branch Manager to ensure an unparalleled client experience.

This role offers development in financial services, with clear growth paths and Schwab support to pursue licenses (Series 7 and 63/66) if aligned with your goals. Licensing isn’t required to start, but growth is encouraged.