Charles Schwab · 9 hours ago
Client Relationship Specialist - San Antonio, TX
US-TX-San Antonio
Full-time
Onsite
Entry Level
$45K/yr - $86K/yr
1+ years expCharles Schwab is a leading financial services firm that empowers employees to make an impact on their careers. The Client Relationship Specialist role focuses on delivering exceptional customer service and supporting the operational success of the local branch, while also providing opportunities for professional growth within the financial services industry.
Financial Services
Responsibilities
You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience
Development and growth are at the core of this role
If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you
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
Eligible for 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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