Charles Schwab · 21 hours ago
Client Relationship Specialist - The Villages, FL
US-FL-The Villages
Full-time
Onsite
Entry Level
$23.99/hr - $39.57/hr
1+ years expCharles Schwab is a firm in the financial services industry that values customer service and professional growth. The Client Relationship Specialist (CRS) role is essential for delivering an exceptional client experience and supporting the operational success of the local branch. This position offers a clear growth path and opportunities to expand knowledge in the financial services sector.
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
Work with clients to expand knowledge and build a life-long career in financial services
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
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