
Client Relationship Specialist: Growth & Licensing
Charles Schwab, Amherst, NY, United States
A financial services firm in the Town of Amherst is seeking a Client Relationship Specialist (CRS) to enhance customer service and contribute to branch success. Your role involves supporting the Client Relationship Manager and Branch Manager while delivering excellent client experiences. The ideal candidate has at least 1 year of customer service experience, along with strong communication skills, and is committed to professional growth, including potential licensing support for Series 7 and 63/66. Competitive benefits and a supportive work environment are offered.
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