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Client Relationship Specialist
2 months ago
Your opportunity
At 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.
As a Client Relationship Specialist (CRS)
, you have the opportunity to bring 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 deliver
an unparalleled client 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 in the Series 7 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, th
is may be the opportunity for you.
What you have
Required Qualifications:
1
+
year
s
of 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 handle
client needs with tact and
diplomacy
Outstanding written and oral communication skills
Experience
work
ing
independently 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
What’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 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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