Client Success Specialist: Financial Services Growth

Charles Schwab; Seattle (WA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health/dental/vision insurance

Job summary

Charles Schwab in Seattle seeks a Client Relationship Specialist to support branch operations and deliver an exceptional client experience. You will work under the guidance of the Client Relationship Manager and Branch Manager to service clients and coordinate daily tasks.

Licensing isn’t required, but Schwab will support in pursuing Series 7 and 63/66 licenses if aligned with career goals. A growth-oriented finance career with development opportunities awaits.

Qualifications

• 1+ years of client/customer service experience.
• Outstanding written and oral communication skills.
• Ability to work independently and as part of a team.

Skills

Customer service

Communication skills

Job description

Charles Schwab in Seattle seeks a Client Relationship Specialist to support branch operations and deliver an exceptional client experience. You will work under the guidance of the Client Relationship Manager and Branch Manager to service clients and coordinate daily tasks.

Licensing isn’t required, but Schwab will support in pursuing Series 7 and 63/66 licenses if aligned with career goals. A growth-oriented finance career with development opportunities awaits.