Client Relationship Specialist

3 weeks ago


Honeoye Falls, United States Charles Schwab Full time

Position Type: RegularYour opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether its retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

To read more about our client offerings visit: Charles Schwab - Investor Services

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialists will pursue this mission through:

Delivering unparalleled value, excellent service and providing a positive client experience

Assisting the Branch Manager and sales staff with meeting our client's needs

We are looking for people with a passion for helping clients. You will be responsible for:

Receiving checks and or security deposits, check disbursements and new account processing

Actively uncovering additional business development opportunities

Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

If you want to be apart of a firm that truly values your contributions, consider a career at Charles Schwab.

To learn more about the culture at Schwab, click here to meet our people.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

Bachelor's degree or equivalent work related experience

A valid and active Series 7 license is required (may be obtained under a condition of employment)

A valid and active Series 63 license is required (may be obtained under a condition of employment)

Notary preferred

Minimum 12 months in a client service industry

Basic understanding of brokerage regulations and rules that govern client accounts

Demonstrated experience handling client concerns and issues with tact and diplomacy

Outstanding written and oral communication skills

Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

Ability to manage multiple client situations, needs and inquiries simultaneously

Need be able to build and maintain good cross enterprise working relationships

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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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