Charles Schwab

Client Service Manager Personal Choice Investment Services

About the job

What you'll do:

  • Resolving client issues
  • Managing service operations
  • Collaborating with partners

Requirements: 2+ years financial services experience with brokerage, retirement plans, or recordkeeping; 2+ years client service in retirement/brokerage; strong communication and analytical skills; digital proficiency with MS Word and Excel; bachelor's degree or equivalent.

Description from the original posting. We collect openings from public job boards. Check the original posting for the latest details before you apply.