Charles Schwab · 6 hours ago
Client Relationship Specialist- Cupertino, CA
US-CA-Cupertino
Full-time
Onsite
Entry Level
$28.80/hr - $47.45/hr
1+ years expCharles Schwab is a financial services firm that values customer service and employee growth. The Client Relationship Specialist role focuses on delivering exceptional client experiences while supporting the Client Relationship Manager and Branch Manager in operational success.
Financial Services
Responsibilities
Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience
Support clients in their needs with tact and diplomacy
Handle multiple tasks and responsibilities simultaneously while working independently and as part of a team
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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