Charles Schwab · 22 hours ago
Client Relationship Specialist - Cobb County, GA
Atlanta, GA, US
Full-time
Onsite
Entry Level
$23.99/hr - $39.57/hr
1+ years expCharles Schwab is a leader in the financial services industry, and they are seeking a Client Relationship Specialist to enhance customer service and operational success at their Atlanta branch. This role involves supporting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience while providing opportunities for professional growth in the financial sector.
Financial Services
Responsibilities
Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience
Support clients with their needs in a tactful and diplomatic manner
Communicate effectively with clients and team members, both in writing and verbally
Handle multiple tasks and responsibilities simultaneously while working independently and as part of a team
Build and maintain good cross-enterprise working relationships
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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