Client Relationship Specialist - Appleton, WI

and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you have

Required Qualifications:

• 1+ years of Client/Customer Service experience

Preferred Qualifications:

• 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

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance