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Finance Client Experience Specialist

Charles Schwab

Charles Schwab in Sunnyvale is seeking a Client Relationship Specialist (CRS) to deliver top-notch customer service while assisting managers in maintaining exceptional client relationships. This role provides the opportunity to grow within the financial services industry and become licensed in the Series 7 and 63/66 if desired. The ideal candidate will have at least a year of experience in client service and possess strong communication skills. Schwab offers a comprehensive benefits package, including a 401(k) with company match and paid time for vacation and parental leave. #J-18808-Ljbffr Charles Schwab

Vacancy posted 4 days ago
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