Front Desk & Client Experience Lead

Charles Schwab; Lexington (KY); On-site; USD 50,000 - 75,000; Full time

Job summary

Charles Schwab Lexington-Hamburg Branch in Lexington, KY seeks a Franchise Branch Client Relationship Specialist to manage the front-of-house client experience while supporting client service, account administration, branch operations, and advisor support activities. This role emphasizes building strong client relationships and delivering an exceptional visit experience.

The ideal candidate is professional, personable, organized, and comfortable coordinating multiple tasks in a fast-paced

Qualifications

• Experience in client-focused service roles.
• Strong communication and relationship-building skills.
• Proficiency with CRM systems.
• Ability to work in a fast-paced environment.

Responsibilities

• Front desk and client experience management.
• Provide exceptional client service and assist with account maintenance.
• Coordinate branch operations and support events.
• Assist with marketing initiatives and client outreach.
• Document client interactions in CRM.

Skills

Client service

Relationship-building

Communication skills

Time management

Organizational skills

Team collaboration

Tools

Microsoft Office

Salesforce

Job description

Charles Schwab Lexington-Hamburg Branch in Lexington, KY seeks a Franchise Branch Client Relationship Specialist to manage the front-of-house client experience while supporting client service, account administration, branch operations, and advisor support activities. This role emphasizes building strong client relationships and delivering an exceptional visit experience.

The ideal candidate is professional, personable, organized, and comfortable coordinating multiple tasks in a fast-paced