Financial Services Client Experience Specialist
Charles Schwab
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Job summary
Charles Schwab in Menlo Park is seeking a Client Relationship Specialist to deliver an outstanding client experience under the guidance of the Client Relationship Manager and Branch Manager. You will support daily branch operations and help develop your career in financial services, with growth opportunities and licensed path opportunities.
While licensing isn’t required for the role, Schwab will support you in pursuing Series 7 and 63/66 licenses as it aligns with your goals.
Qualifications
- 1+ years of Client/Customer Service experience.
Skills
Job description
Charles Schwab in Menlo Park is seeking a Client Relationship Specialist to deliver an outstanding client experience under the guidance of the Client Relationship Manager and Branch Manager. You will support daily branch operations and help develop your career in financial services, with growth opportunities and licensed path opportunities.
While licensing isn’t required for the role, Schwab will support you in pursuing Series 7 and 63/66 licenses as it aligns with your goals.
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