Carley Carpenter

Client Realtionship Specialist at Charles Schwab

Role
Client Relationship Specialist at Charles Schwab
Location
Orlando, FL, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Carley Carpenter

Flexible and hardworking team player ready to make positive contributions. Experienced with executive decision making involving the interest of financial matters. Always thrives in a positive, but challenging, environment.

Experience

  1. Client Relationship Specialist

    Charles Schwab

    Aug 2025 — Present

    As a Client Relationship Specialist, I serve as a trusted point of contact for clients in a branch, ensuring they receive exceptional service and support in achieving their financial goals. My role focuses on building strong relationships, providing tailored solutions, and creating a welcoming experience that reflects the values of our firm.

Education

  • Florida State University

    Bachelor of Science - BS, Finance, General

    2019 — 2023

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