Client Relationship Specialist — Path in Finance
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in Bellevue, WA is seeking a Client Relationship Specialist to enhance client experience and support the branch team. Ideal candidates possess at least 1 year of customer service experience, strong communication skills, and a desire to grow within the financial sector. Support will be provided for licensing, such as Series 7 and 63/66. Employees enjoy competitive benefits, including 401(k) matching, paid leave, tuition reimbursement, and comprehensive health insurance.
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