Client Relationship Specialist
3 days ago
We are seeking a highly motivated and customer-focused Client Relationship Specialist to join our team at Charles Schwab. As a key member of our branch network, you will play a critical role in delivering an unparalleled client experience and driving the operational success of our local branch.
Key Responsibilities- Provide exceptional customer service to clients, responding to their needs and concerns in a timely and professional manner.
- Work closely with the Client Relationship Manager and Branch Manager to develop and implement strategies to drive client growth and retention.
- Assist with the onboarding process for new clients, ensuring a seamless and efficient experience.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
- 1+ year 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, 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.
At Charles Schwab, we are 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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