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Client Experience & Wealth Services Specialist
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-08-10
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
Charles Schwab in Naples, FL is seeking a Client Relationship Specialist to deliver exceptional service to local clients under the guidance of the Branch Manager. In this role you will support daily branch operations, address client needs with tact, and help build lasting relationships across the enterprise while pursuing relevant licenses with Schwab's support.
Licensing is not required for the role, but Schwab will assist with obtaining Series 7 and 63/66 licenses; a strong team environment
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