
UHNW Client Relationship Specialist, Wealth Services
Charles Schwab, Westlake, TX, United States
A financial services company in Westlake, TX is seeking a Client Relationship Specialist to enhance client experience and drive operational success. This role emphasizes personal relationships and service excellence in a dynamic environment. Candidates should have at least 2 years in customer service, preferably in banking or wealth management. Being supported to achieve licenses like Series 7 and 63 is a plus. An attractive benefits package, including a 401(k) plan and paid parental leave, is on offer.
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