Client Relationship Specialist - Clearwater, FL

en 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.

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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

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