Charles Schwab · 1 day ago
Client Relationship Specialist- Mission Viejo, CA
Mission Viejo, CA, US
Full-time
Onsite
Entry Level
$26.39/hr - $43.51/hr
1+ years expCharles Schwab is a financial services firm that is seeking a Client Relationship Specialist to enhance customer service and operational success in their Mission Viejo branch. This role involves supporting the Client Relationship Manager and Branch Manager to deliver exceptional client experiences while providing opportunities for professional growth and development in the financial services industry.
Financial Services
Responsibilities
Assist the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience
Support operational success of the local Schwab branch
Engage with clients to address their needs and provide customer service
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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