Client Relationship Specialist — Path in Finance
Job in
The Woodlands, Montgomery County, Texas, 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 leading financial services firm in The Woodlands, Texas is seeking a Client Relationship Specialist. In this role, you will enhance customer service efforts and support branch operations under the guidance of experienced managers. The ideal candidate has 1+ years of customer service experience, with a focus on client satisfaction. You will be empowered to grow within the finance industry, gaining skills and possibly pursuing licenses like Series 7 and 63/66.
The firm provides competitive benefits and a supportive culture.
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