Client Relationship Specialist – Appleton, WI

Charles Schwab; Appleton (WI); On-site; USD 42,000 - 53,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist at a local branch to deliver outstanding client service and support branch operations under the guidance of the Client Relationship Manager and Branch Manager.

Licensing isn’t required for this role, but Schwab will support you in pursuing Series 7 and 63/66 licenses if aligned with your career goals. This position offers growth, collaboration, and exposure to financial services in a client-facing environment.

Qualifications

• 1+ years of Client/Customer Service experience.
• Experience in Financial Services/Wealth Management preferred.
• Licensing is not required but Schwab will support Series 7 and 63/66 licensing if aligned with career goals.
• Ability to handle client needs with tact and diplomacy.
• Outstanding written and oral communication skills.
• Experience working independently and as part of a team while handling multiple tasks.

Responsibilities

• Assist in delivering an unparalleled client experience at the branch.
• Support the Client Relationship Manager and Branch Manager in daily operations.
• Work with clients and colleagues to meet service needs and regulatory requirements.

Skills

Client service

Communication

Teamwork

Multi-tasking

Notary

Series 7/63/66 licensing

Brokerage knowledge

Job description

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

To read more about our client offerings visit:

What you have

Required Qualifications:

• 1+ years of Client/Customer Service experience

Preferred Qualifications:

• Previous experience in Financial Services/Wealth Management and/or closely related industry.
• While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
• Ability to handle client needs with tact and diplomacy
• Outstanding written and oral communication skills
• Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to build and maintain good cross-enterprise working relationships
• Basic understanding of brokerage regulations and rules that govern client accounts
• May be asked to become a Notary

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive that takes care of the whole you — both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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