
UHNW Client Relations Specialist — On‑Site Westlake, TX
Charles Schwab Corporation, Westlake, TX, United States
A leading financial services firm is seeking a Client Relationship Specialist in Westlake, TX. This role focuses on delivering exceptional client experiences and building strong relationships. Candidates should have 2+ years in client service and preferably experience in banking or wealth management. While not mandatory, Series 7 and 63 licenses are highly valued and supported for career growth. Join a dynamic team where your skills in communication and problem-solving will thrive.
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