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Client Relationship Specialist

2 months ago

Middleton, Wisconsin, United States Charles Schwab Full time
About the Role

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.

Key Responsibilities
  • Provide exceptional client service and support to clients in a local Schwab branch
  • Work closely with the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience
  • Assist in the operational success of the branch and contribute to the growth and development of the team
  • Develop and maintain good cross-enterprise working relationships
  • Stay up-to-date with brokerage regulations and rules that govern client accounts
What 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
Requirements
  • 1+ years of Client/Customer Service experience
  • Previous experience in Financial Services/Wealth Management and/or closely related industry
  • 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, while handling multiple tasks and responsibilities simultaneously