Client Relationship Specialist - Chestnut Hill, MA

Charles Schwab

Chestnut Hill, MA

Description:

Chestnut Hill - MA, BRMACS, 1262 Boylston Street, 02467-2104

Michelle Lynn Huber

20180921-6141

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you’ll do:

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialists will pursue this mission through:

Greeting our clients and prospects as they arrive at the branch

Delivering unparalleled value, outstanding service and providing a positive client experience

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