Client Relationship Specialist - Bedford, NH

Client Relationship Specialist - Bedford, NH

Client Relationship Specialist - Bedford, NH role at Charles Schwab

Join to apply for the Client Relationship Specialist - Bedford, NH role at Charles Schwab
. This position is an entry‑level client service role within the Schwab Branch Network, focused on delivering an unparalleled client experience under the guidance of the Client Relationship Manager and Branch Manager.

• Support the Client Relationship Manager and Branch Manager to deliver outstanding client service and operational support for the local Schwab branch.
• Contribute to branch operations and daily workflows to ensure a high-quality client experience.
• Develop and grow within the Branch Network with a clear path for professional advancement.

• 1+ years of client or customer service experience

• Previous experience in Financial Services/Wealth Management or closely related industry.
• Licensing is preferred but not required;
  Schwab supports employees in obtaining Series 7 and 63/66 licenses if aligned with career goals.
• Ability to handle client needs with tact and diplomacy
• Outstanding written and oral communication skills
• Ability to work independently and as part of a team while handling multiple tasks
• Ability to build and maintain cross‑enterprise relationships
• Basic understanding of brokerage regulations governing client accounts
• May be asked to become a Notary

Compensation In addition to the salary range, this role is eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that supports the whole you, today and in the future:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a 28‑day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance