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Client Relationship Specialist — Growth & Impact

Job in Appleton, Outagamie County, Wisconsin, 54914, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-08-06
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales
Salary/Wage Range or Industry Benchmark: 42000 - 53000 USD Yearly USD 42000.00 53000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is seeking a Client Relationship Specialist at a local branch to deliver outstanding client service and support branch operations under the guidance of the Client Relationship Manager and Branch Manager.

Licensing isn’t required for this role, but Schwab will support you in pursuing Series 7 and 63/66 licenses if aligned with your career goals. This position offers growth, collaboration, and exposure to financial services in a client-facing environment.

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