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Client Relationship Specialist

2 months ago

Lone Tree, United States Charles Schwab Full time

Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is a segment of the Specialized Teams for Advice & Relationships (STAR) organization within the Branch Network of Investor Services. FSB provides a dedicated relationship model that serves mass affluent retail investors. In FSB, we have a unique opportunity to assist clients who don’t live within 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. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.Our branch network is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.  As a Client Relationship Specialist (CRS), you will pursue this mission throughdemonstratingthe ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, thebranch, and the company.  We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.Building strong, personal relationships with our clients is a key component of our business strategy.Our Client Relationship Specialist will pursue this mission through:Delivering unparalleled value, excellent service and providing a positive client experienceManaging a case queue which include service & research requests that range from simple to complex with varying urgency levelsScheduling clients with a Financial Consultant for further consultationUncovering additional business development opportunities through various avenuesFirm understanding of regulatory and compliance policies associated with brokeragebusinessand risk mitigation in day-to-day job functionResearching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectivesUtilizing business partners and resources to drive scale within our business modelCollaborating with other Client Relationship Specialists to support the goals of the enterpriseHandling client escalations and issues with tact anddiplomacy What you haveRequired Qualifications: Understanding of the financial services industry and securities industry2+ years in a client servicecapacity  Preferred QualificationsActive and valid FINRA Series 7 and 63 licensesEffective time management skills, with the ability to prioritize issues and invest time whereappropriate  Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyAbility to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordinglyBuilding and fostering good cross enterprise working relationshiips Strong written and oral communication skills in addition to attention to detailWhat’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance