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Client Service Specialist
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- Independent Branch Client Service Specialist
- Client Service Specialist
- Independent Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, protection planning, charitable giving, estate planning, and active trading solutions.
- employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.
- We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy.
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