Client Relationship Specialist | Wealth Services
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A prominent financial services firm in Appleton, WI, is seeking a Client Relationship Specialist. This role emphasizes customer service and operational support within the branch, providing a clear growth path in the financial services sector. Candidates should possess at least 1 year of customer service experience and exhibit strong communication skills. The firm supports growth and licensing opportunities, making this a perfect entry point into the financial industry.
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