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Hybrid Wealth Client Solutions Specialist
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-08-22
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Charles Schwab in Westlake, OH seeks a Client Relationship Specialist to manage service requests, build client relationships, and navigate brokerage compliance. The role involves daily client interactions, problem solving, and cross-team collaboration.
The position starts in-office four days a week for six months, then shifts to Schwab Workplace Flexibility. A proactive, client-focused mindset is essential for success in this role.
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