Charles Schwab · 11 hours ago
Client Relationship Specialist - San Mateo, CA
US-CA-San Mateo
Full-time
Onsite
Entry Level
$33.65/hr - $37.50/hr
1+ years expCharles Schwab is a financial services firm seeking a Client Relationship Specialist to enhance customer service and operational success at their local branch. The role involves assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience while providing opportunities for professional growth in the financial services industry.
Financial Services
Responsibilities
Bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry
Play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager
Assist to help deliver an unparalleled client experience
Support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses if that is in line with your career goals
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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