Client Relationship Specialist — Investment Services
Listed on 2026-10-13
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Finance & Banking
Financial Sales, Banking & Finance, Wealth Management
Charles Schwab in Minnesota seeks a client-focused service professional to support individuals and families with retirement, charitable giving, estate planning, investing, and banking needs within Investor Services.
The role requires a Bachelor's degree or equivalent, active Series 7 and 63 licenses (notary preferred), and at least 12 months in client services, with strong communication and relationship-building skills.
The following opportunity is for a Client Relationship Specialist — Investment Services with Charles Schwab.
As a Client Relationship Specialist — Investment Services, you will play an important part at Charles Schwab in BLOOMINGTON, MN, United States.
We invite applications for the Client Relationship Specialist — Investment Services position located in BLOOMINGTON, MN, United States.
Our organisation is growing, and we are hiring a Client Relationship Specialist — Investment Services in BLOOMINGTON, MN, United States.
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