Client Relations Specialist — Growth in Financial Services

Charles Schwab; Fort Myers (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Health/Dental/Vision Insurance

Tuition Reimbursement

Parental Leave

Sabbatical program

Job summary

Charles Schwab in Fort Myers, FL is seeking a Client Relationship Specialist. You’ll support the Branch Manager and Client Relationship Manager to deliver an unparalleled client experience, handling customer needs with tact and diplomacy.

Licensing isn’t required, but Schwab will support you to obtain Series 7 and 63/66 licenses. The role offers growth, incentive opportunities, and a comprehensive benefits package including 401(k) match and tuition reimbursement.

Qualifications

• 1+ years of Client/Customer Service experience.
• Preferred: experience in Financial Services/Wealth Management.
• Notary may be required in some cases.

Job description

Charles Schwab in Fort Myers, FL is seeking a Client Relationship Specialist. You’ll support the Branch Manager and Client Relationship Manager to deliver an unparalleled client experience, handling customer needs with tact and diplomacy.

Licensing isn’t required, but Schwab will support you to obtain Series 7 and 63/66 licenses. The role offers growth, incentive opportunities, and a comprehensive benefits package including 401(k) match and tuition reimbursement.