Onsite Client Relationship Specialist – Wealth Growth

Charles Schwab; Westlake (OH); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, OH is seeking a Client Relationship Specialist to deliver exceptional service to our experienced investor clients. Under the guidance of the Client Relationship Manager, you will help provide wealth management advice, resolve client inquiries, and build lasting relationships.

You will handle client escalations, stay aligned with regulatory requirements, and contribute to the branch's operational success.

Qualifications

• SIE required, Series 7 preferred, or in progress.
• 2 years in a client service capacity.
• Solid understanding of the financial services or securities industry.

Responsibilities

• Build strong, personal relationships with clients and understand their needs.
• Handle service levels and client escalations with tact and diplomacy.
• Provide resolution aligned with client, branch, and company objectives.
• Support the Client Relationship Manager to ensure an exceptional client experience.

Skills

Client service

Communication

Relationship building

Time management

Education

Bachelor's degree

Tools

CRM software

Brokerage platforms

Job description

Charles Schwab in Westlake, OH is seeking a Client Relationship Specialist to deliver exceptional service to our experienced investor clients. Under the guidance of the Client Relationship Manager, you will help provide wealth management advice, resolve client inquiries, and build lasting relationships.

You will handle client escalations, stay aligned with regulatory requirements, and contribute to the branch's operational success.