Charles Schwab
Brookfield, Wisconsin
Client Relationship Specialist - Brookfield, WI
We tailor your resume to this role and apply for you in seconds.
Apply to Client Relationship Specialist - Brookfield, WI at Charles SchwabJob details
- Location
- Brookfield, Wisconsin
- Work type
- Onsite
- Compensation
- $45,800 - $68,000/yr
- Posted
- Jun 15, 2026
- Apply on
- career-schwab.icims.com
About this role
1+ year client/customer service experience; preferred financial services experience. Strong written and oral communication, tact, ability to work independently and on a team, basic brokerage rules knowledge; Series 7/63/66 licensing supported; may be asked to become a Notary.
What you'll do at Charles Schwab:
- serving clients
- supporting operations
- handling inquiries
Apply to this Client Relationship Specialist - Brookfield, WI role at Charles Schwab with a tailored resume on ApplyBolt.
Ready to apply to Charles Schwab?
We tailor your resume to this role and apply for you.