Charles Schwab · 2 months ago
Client Relationship Specialist - Tulsa, OK
US-OK-Tulsa
Full-time
Onsite
Entry Level
$45K/yr - $64K/yr
1+ years expCharles Schwab is a leading firm in the financial services industry, and they are seeking a Client Relationship Specialist to enhance client experiences at their Tulsa branch. The role involves assisting management and providing exceptional customer service while offering growth opportunities within the company.
Financial Services
Responsibilities
Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience
Play a critical role in the operational success of the local Schwab branch
Support clients and expand knowledge in the financial services industry
Qualification
Required
1+ years of Client/Customer Service experience
Preferred
Previous experience in Financial Services/Wealth Management and/or closely related industry
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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