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Client Advisor
Job in
Sunnyvale, Santa Clara County, California, 94087, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
A leading financial services firm located in Sunnyvale, California, is seeking a Client Relationship Specialist to provide exceptional customer service and support to clients. In this role, you will work closely with the Client Relationship Manager and Branch Manager to enhance client experiences and promote growth in the financial services industry. The ideal candidate will have a minimum of one year of customer service experience, excellent communication skills, and the ability to foster good relationships.
A supportive culture, competitive benefits, and opportunities for professional development are offered.
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