Top 3446 Appleton Jobs

Client Relationship Specialist - Appleton, WI
Charles Schwab —Appleton, WI
- $45,800 - $68,000 a year
- Office
- Financial services
- Communication skills
- Paid parental leave
- Employee stock purchase plan
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Mortgage Lending Officer - Outside Sales
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St. Francis Xavier Catholic School System, Inc —Appleton, WI
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Support Services Coordinator
Cazenovia Recovery Systems, Inc —Appleton, NY
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Physical Therapist
PRN Home Health & Therapy —Fond du Lac, WI
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St. Francis Xavier Catholic School System, Inc —Appleton, WI
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NOW Healthcare Recruiting —Milwaukee, WI
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Client Relationship Specialist - Appleton, WI

Charles Schwab -
Appleton, WI

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Job Details

$45,800 - $68,000 a year
12 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Employee relationship building

Full Job Description

Appleton, WI

Requisition ID 2026-123210 Category Retail Branch Position type Regular Pay range USD $45,800.00 - $68,000.00 / Year Application deadline 2026-07-07

Your opportunity

As a Client Relationship Specialist (CRS), youhave the opportunity tobring your passion for customer service to a role and a firm that will champion your growth in the financial services industry.You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliveran unparalleledclient experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed inthe Series7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

What you have

Required Qualifications:

1+yearsof Client/Customer Service experience

Preferred Qualifications:

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 handleclient needs with tact and diplomacy
Outstanding written and oral communication skills
Experienceworkingindependently 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

In addition to the salary range, this role is also eligible forbonusor incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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