Growth-Focused Client Relationship Specialist (Finance)

Charles Schwab; Framingham (MA); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation and sabbatical after years of

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Framingham, MA is seeking a Client Relationship Specialist to support the branch's daily operations and deliver an exceptional client experience. You will work under the guidance of the Client Relationship Manager and Branch Manager to help meet service goals.

This role emphasizes development and growth within financial services. While licensing isn’t required, Schwab will support you in pursuing Series 7 and 63/66 licenses as part of your career path.

Qualifications

• 1+ years of client/customer service experience.
• Basic understanding of brokerage regulations.
• May be asked to become a Notary.

Responsibilities

• Assist Branch Manager and CRS team to deliver exceptional client experiences.
• Support daily branch operations and client servicing.
• Collaborate with colleagues to meet service goals.

Skills

Customer service

Communication skills

Teamwork

Job description

Charles Schwab in Framingham, MA is seeking a Client Relationship Specialist to support the branch's daily operations and deliver an exceptional client experience. You will work under the guidance of the Client Relationship Manager and Branch Manager to help meet service goals.

This role emphasizes development and growth within financial services. While licensing isn’t required, Schwab will support you in pursuing Series 7 and 63/66 licenses as part of your career path.