Client Relationship Specialist: Grow in Financial Services

Charles Schwab; Tysons (VA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

401(k) match

Paid vacation

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Tysons, VA is seeking a Client Relationship Specialist who will help deliver an unparalleled client experience under the guidance of the Client Relationship Manager and Branch Manager. You’ll play a critical role in branch operations and growth within a supportive environment.

Licensing is not required for the role, but Schwab will support you in pursuing Series 7 and 63/66 if aligned with your career goals, while emphasizing strong communication and teamwork throughout.

Qualifications

• 1+ years of client/customer service experience.
• Excellent written and verbal communication skills.

Responsibilities

• Support branch operations and deliver an unparalleled client experience.
• Assist the Client Relationship Manager and Branch Manager in daily tasks.
• Pursue licensing support for Series 7 and 63/66 if aligned with career goals.

Skills

Client/Customer Service

Written and verbal communication

Teamwork

Job description

Charles Schwab in Tysons, VA is seeking a Client Relationship Specialist who will help deliver an unparalleled client experience under the guidance of the Client Relationship Manager and Branch Manager. You’ll play a critical role in branch operations and growth within a supportive environment.

Licensing is not required for the role, but Schwab will support you in pursuing Series 7 and 63/66 if aligned with your career goals, while emphasizing strong communication and teamwork throughout.