Client Relationship Specialist: Elevate Financial Outcomes

Charles Schwab; Saint Paul (MN); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical options

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab seeks professionals to assist individuals and families with a range of financial needs, including retirement planning, charitable giving, estate planning, and active investing. The role supports banking and lending needs within the Investor Services team, emphasizing client service and regulatory knowledge.

The team values clear communication, independent work, and strong teamwork to handle multiple client inquiries efficiently.

Qualifications

• Bachelor's degree or equivalent work related experience.
• Active Series 7 license required (may be obtained after employment).
• Active Series 63 license required (may be obtained after employment).
• Notary preferred.

Responsibilities

• Help individuals and families with their financial needs across retirement planning, estate planning and investing.
• Assist clients with banking and lending needs within the Investor Services framework.

Education

Bachelor's degree or equivalent

Series 7 license

Series 63 license

Notary preferred

Job description

Charles Schwab seeks professionals to assist individuals and families with a range of financial needs, including retirement planning, charitable giving, estate planning, and active investing. The role supports banking and lending needs within the Investor Services team, emphasizing client service and regulatory knowledge.

The team values clear communication, independent work, and strong teamwork to handle multiple client inquiries efficiently.