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Client Success Specialist – Financial Services

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales, Banking & Finance
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is seeking a Client Relationship Specialist in Atlanta, Georgia. In this role, you'll support the Client Relationship Manager and Branch Manager to enhance client experiences. Ideal candidates have experience in customer service and a desire to grow in the financial services industry.

You’ll have opportunities to build a long-lasting career while being supported in licensing for Series 7 and 63/66, along with competitive benefits like 401(k) matching and tuition reimbursement.

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