Client Relationship Specialist Impact
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-02-28
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-28
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM, Customer Service Rep -
Sales
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Overview
A leading financial services firm in Plano is seeking a Client Relationship Specialist to enhance customer service and operational success. The role involves assisting both the Client Relationship Manager and the Branch Manager to provide exceptional client experiences. The firm offers a clear career growth path and support for obtaining relevant licenses.
Responsibilities- Assist the Client Relationship Manager and the Branch Manager to provide exceptional client experiences and support daily client interactions.
- Demonstrated passion for customer service.
- Support for obtaining relevant licenses; willingness to pursue required licensing.
- Competitive benefits package, including 401(k) matching and health insurance.
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