Charles Schwab · 1 day ago
Client Relationship Specialist - Santa Barbara, CA
US-CA-Santa Barbara
Full-time
Onsite
Entry Level
$31.25/hr - $36.06/hr
1+ years expCharles Schwab is a financial services firm seeking a Client Relationship Specialist who will enhance customer service within their local branch. The role involves assisting the Client Relationship Manager and Branch Manager to deliver exceptional client experiences while providing opportunities for professional growth in the financial services industry.
Financial Services
Responsibilities
Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience
Play a critical role in the operational success of the local Schwab branch
Support clients with their needs and provide excellent customer service
Qualification
Required
1+ years of Client/Customer Service experience
Preferred
Previous experience in Financial Services/Wealth Management and/or closely related industry
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase