Client Relationship Specialist
@ Charles Schwab

Frisco, TX
$60,000
On Site
Full Time
Posted 23 days ago

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XXXXXXXX XXXXXXXXXXXXX XXXXXXX***** @schwab.com
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Job Details

About the Role

The Client Relationship Specialist role at Charles Schwab in Frisco, TX offers a unique entry into the financial services industry, focusing on delivering exceptional client service and operational success in a local branch.

Responsibilities

Assist the Client Relationship Manager and Branch Manager to ensure an unparalleled client experience. Support branch operations and client communications while maintaining strong cross-enterprise relationships.

Growth & Development

This position provides a clear growth path in the Branch Network at Schwab. While licensing is not required, support is provided for obtaining Series 7 and 63/66 licenses based on career goals.

Requirements

  • Minimum of 1+ years of client/customer service experience.
  • Preferred background in Financial Services/Wealth Management.
  • Strong communication skills and ability to work independently and in teams.
  • Basic understanding of brokerage regulations and client account management.
  • Potential to serve as a Notary if required.

Benefits

  • Competitive 401(k) with company match and employee stock purchase plan.
  • Paid vacation, volunteering time, and a sabbatical after five years of service.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement and comprehensive health, dental, and vision insurance.

Key skills/competency

  • Client Service
  • Communication
  • Teamwork
  • Financial Knowledge
  • Operational Support
  • Growth Mindset
  • Customer Focus
  • Licensing Support
  • Attention to Detail
  • Relationship Building
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How to Get Hired at Charles Schwab

🎯 Tips for Getting Hired

  • Research Charles Schwab's culture: Understand their mission and branch operations.
  • Customize your resume: Highlight client service and teamwork experience.
  • Prepare for interviews: Review financial services fundamentals.
  • Emphasize growth potential: Showcase readiness for licensing.

📝 Interview Preparation Advice

Technical Preparation

Review financial regulations and brokerage rules.
Familiarize with client account software.
Practice data entry accuracy.
Update technical portfolio documents.

Behavioral Questions

Describe handling difficult client interactions.
Explain teamwork in a high-pressure scenario.
Share a time you solved a conflict.
Discuss adapting to sudden changes.

Frequently Asked Questions