Client Relationship Specialist — Growth & Licensing Path

Charles Schwab; South Burlington (VT); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Volunteer time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in South Burlington, VT is seeking a Client Relationship Specialist to deliver outstanding service and support the Branch Manager.

You’ll help drive the client experience, assist with branch operations, and have the opportunity to pursue Series 7/63/66 licenses with Schwab’s support.

This role emphasizes growth, teamwork, and delivering solutions with tact and professionalism.

Qualifications

• 1+ years of Client/Customer Service experience.
• Experience in Financial Services/Wealth Management preferred.
• Licensing isn’t required but Schwab supports Series 7 and 63/66 licensing.
• Ability to handle client needs with tact and diplomacy.
• Outstanding written and oral communication skills.
• Experience working independently and in a team while handling multiple tasks.
• Ability to build cross-enterprise relationships.
• Basic understanding of brokerage regulations.

Responsibilities

• Assist the Branch Manager and Client Relationship Manager to deliver an exceptional client experience.
• Support branch operations to ensure smooth service delivery.
• Grow knowledge through license pursuit and professional development as guided by Schwab.

Skills

Customer service

Communication

Teamwork

Notary

Job description

Charles Schwab in South Burlington, VT is seeking a Client Relationship Specialist to deliver outstanding service and support the Branch Manager.

You’ll help drive the client experience, assist with branch operations, and have the opportunity to pursue Series 7/63/66 licenses with Schwab’s support.

This role emphasizes growth, teamwork, and delivering solutions with tact and professionalism.