Client Relationship Specialist - Growth, Licensing Path

Charles Schwab; Oakbrook Terrace (IL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) matching

Employee stock purchase plan

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist to enhance the client experience at a local branch. You will assist the Client Relationship Manager and Branch Manager, contribute to operational success, and participate in growth opportunities within a collaborative team.

Licensing isn’t required at hire, but Schwab supports pursuing Series 7 and 63/66 licensing. The role offers a clear growth path in financial services with competitive benefits and a culture of trust.

Qualifications

• 1+ years of Client/Customer Service experience.
• Licensing isn’t required, Schwab supports pursuing Series 7/63/66 if aligned with career goals.

Responsibilities

• Support the local Schwab branch operations under guidance of the Client Relationship Manager and Branch Manager.
• Deliver an unparalleled client experience through accurate problem solving and timely service.
• Build and maintain cross‑enterprise relationships while handling multiple tasks.

Skills

Customer service

Communication

Teamwork

Job description

Charles Schwab is seeking a Client Relationship Specialist to enhance the client experience at a local branch. You will assist the Client Relationship Manager and Branch Manager, contribute to operational success, and participate in growth opportunities within a collaborative team.

Licensing isn’t required at hire, but Schwab supports pursuing Series 7 and 63/66 licensing. The role offers a clear growth path in financial services with competitive benefits and a culture of trust.