Client Relationship Specialist
2 weeks ago
At Charles 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.
As a Client Relationship Specialist, you'll play a critical role in the operational success of our local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager. You'll assist in delivering an unparalleled client experience, and have the opportunity to bring your passion for customer service to a role that will champion your growth in the financial services industry.
We're looking for someone with 1+ years of Client/Customer Service experience, and a strong desire to learn and grow in the financial services industry. If you're looking for a step into the industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What You'll Have- 1+ years of Client/Customer Service experience
- Strong communication and interpersonal skills
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team
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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