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Client Service Specialist

Charles Schwab

Charles Schwab is seeking a Specialist, Brokerage Service Representative to support PCIS client accounts from Omaha. You will handle inbound/outbound calls, emails, and chats, addressing trading inquiries and complex transactions while upholding service standards. The role emphasizes regulatory compliance, risk mitigation, and collaboration with Advisors, Trustees, and TPAs across multiple teams. A valid Series 7/63/66 and strong communication are required. #J-18808-Ljbffr

Vacancy posted 6 hours ago
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