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Client Relationship Specialist: Growth in Wealth Services

Charles Schwab, Sunnyvale, CA, United States


A financial services firm is seeking a Client Relationship Specialist to enhance customer service and operational success in their Sunnyvale branch. This role provides robust learning opportunities and career growth within the finance industry. Candidates should have a minimum of 1 year in customer service, with preferred experience in financial services. The role supports development towards obtaining Series 7 and 63/66 licenses. Comprehensive benefits and a culture of collaboration make this position ideal for those looking to shape their future. #J-18808-Ljbffr