Client Relationship Specialist — Growth & Licensing Support

Charles Schwab; Seattle (WA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

PTO & volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health/dental/vision

Job summary

Charles Schwab is hiring a Client Relationship Specialist to support branch operations and deliver an unparalleled client experience under the guidance of the Branch Manager and Client Relationship Manager.

You will leverage your customer service experience to understand client needs, coordinate with teams, and contribute to Schwab's growth in the financial services industry. Licensing may be pursued later to support Series 7 and 63/66 as aligned with career goals.

Qualifications

• 1+ years of client/customer service experience.
• Preferred experience in Financial Services/Wealth Management.
• Licensing is preferred but not required; Schwab supports obtaining Series 7 and 63/66 licenses.
• Outstanding written and oral communication skills.
• Experience working independently and in a team, handling multiple tasks.
• May be asked to become a Notary.

Skills

Client/Customer Service

Job description

Charles Schwab is hiring a Client Relationship Specialist to support branch operations and deliver an unparalleled client experience under the guidance of the Branch Manager and Client Relationship Manager.

You will leverage your customer service experience to understand client needs, coordinate with teams, and contribute to Schwab's growth in the financial services industry. Licensing may be pursued later to support Series 7 and 63/66 as aligned with career goals.