Charles Schwab · 4 hours ago
Client Relationship Specialist - Winnetka, IL
US-IL-Winnetka
Full-time
Onsite
Entry Level
$45K/yr - $86K/yr
1+ years expCharles Schwab is a financial services company that empowers individuals to make an impact on their careers. As a Client Relationship Specialist, you will play a critical role in delivering an unparalleled client experience while working under the guidance of your managers and supporting the operational success of the branch.
Financial Services
Responsibilities
Assist the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience
Support the operational success of the local Schwab branch
Engage with clients to address their needs and provide exceptional 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