Client Relationship Specialist — Path to Licensing
Job in
Menlo Park, San Mateo County, California, 94029, 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 California is seeking a Client Relationship Specialist to enhance customer service and operational success. You will assist managers, engage with clients, and pursue your career goals, including potential licensing. The firm supports your growth through mentoring and offers a competitive benefits package including 401(k) matching, sabbaticals, and health insurance.
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