Client Success & Wealth Services Specialist

Charles Schwab; Westlake (OH); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteer time

Sabbatical after 5 years

Job summary

Charles Schwab in Westlake, OH is seeking a Client Relationship Specialist to deliver outstanding client service at our Active Trader Branch. You will support experienced investors with wealth-management guidance, respond to client inquiries, and help ensure a premier client experience under the guidance of a Client Relationship Manager.

Growth and development are emphasized, with opportunities to expand product knowledge, regulatory understanding, and cross-functional collaboration across the

Qualifications

• SIE is required.
• Series 7 preferred.
• 2 years in a client service capacity.
• Understanding of the financial services industry and/or securities industry.
• Regulatory and compliance policies in brokerage knowledge.
• Strong communication and relationship-building skills.

Responsibilities

• Build and maintain strong client relationships.
• Handle service levels and client escalations.
• Assist to deliver an unparalleled client experience under guidance of a Client Relationship Manager.

Skills

SIE

Series 7

Client service

Finance industry

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab in Westlake, OH is seeking a Client Relationship Specialist to deliver outstanding client service at our Active Trader Branch. You will support experienced investors with wealth-management guidance, respond to client inquiries, and help ensure a premier client experience under the guidance of a Client Relationship Manager.

Growth and development are emphasized, with opportunities to expand product knowledge, regulatory understanding, and cross-functional collaboration across the