Charles Schwab · 2 days ago
Client Relationship Specialist
Mount Kisco, NY
Full-time
Onsite
Entry Level
$45K/yr - $79K/yr
1+ years expCharles Schwab is a financial services firm that empowers its employees to make an impact on their careers. The Client Relationship Specialist role involves providing exceptional customer service and supporting the operational success of the branch, while also offering opportunities for growth and development in the financial services industry.
Financial Services
Responsibilities
Assist the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience
Handle client needs with tact and diplomacy
Communicate effectively in both written and oral forms
Work independently and as part of a team, managing multiple tasks and responsibilities simultaneously
Build and maintain good cross-enterprise working relationships
Understand brokerage regulations and rules that govern client accounts
May be asked to become a Notary
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
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
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
Company data provided by crunchbase