Charles Schwab
Converse, TX, USA
Position Type: RegularYour Opportunity Our Financial Solutions Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch. We also cater to clients who prefer to conduct business over the phone, as meetings are held either on the phone or by video conference technology. Our primary responsibility is to help 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 are good at Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Specialists will pursue this mission through: Delivering unparalleled value, excellent...