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Client Success Partner — Finance

Job in Oakbrook Terrace, DuPage County, Illinois, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Job Description & How to Apply Below
Position: Client Success Partner — Finance & Growth
A leading financial services firm is looking for a Client Relationship Specialist in Oakbrook Terrace, Illinois, who is passionate about customer service and eager to grow in the financial services industry. You will play a vital role in ensuring operational success at the local branch, assisting managers to provide a stellar client experience. Required qualifications include over a year of customer service experience, while preferred qualifications include experience in financial services, strong communication skills, and the ability to manage multiple tasks effectively.

A supportive culture and comprehensive benefits await you.
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