Client Relationship Specialist — Growth in Finance

Charles Schwab; Dallas (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Charles Schwab in Dallas is seeking a Client Relationship Specialist to deliver exceptional client service under the guidance of the Branch Manager and Client Relationship Manager. You will support daily operations, handle client needs with tact, and contribute to an outstanding client experience in a growth‑oriented environment.

The role emphasizes customer service and teamwork, with opportunities for licensing support (Series 7 and 63/66) as part of your career development at Schwab.

Qualifications

• 1+ years of Client/Customer Service experience.
• Strong written and oral communication skills.
• Ability to work independently and as part of a team.

Responsibilities

• Support Branch Manager and Client Relationship Manager to deliver exceptional client service.
• Assist with daily operations to ensure a smooth client experience at the local Schwab branch.

Skills

Customer service

Written & verbal communication

Teamwork

Job description

Charles Schwab in Dallas is seeking a Client Relationship Specialist to deliver exceptional client service under the guidance of the Branch Manager and Client Relationship Manager. You will support daily operations, handle client needs with tact, and contribute to an outstanding client experience in a growth‑oriented environment.

The role emphasizes customer service and teamwork, with opportunities for licensing support (Series 7 and 63/66) as part of your career development at Schwab.