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Client Relationship Specialist

2 months ago

Campbell, California, 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.

We're seeking a highly motivated and customer-focused Client Relationship Specialist to join our team. As a key member of our branch, you'll play a critical role in delivering an unparalleled client experience.

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 ensure seamless delivery of client services.
  • Assist in the development and implementation of strategies to drive business growth and client engagement.
  • Collaborate with cross-functional teams to achieve business objectives and improve operational efficiency.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.
What We Offer
  • A competitive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and tuition reimbursement.
  • A supportive and inclusive work environment that fosters growth and development.
  • The opportunity to work with a leading financial services company, making a positive impact on the lives of our clients.
Requirements
  • 1+ years of customer-facing experience in a financial services or related industry.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a focus on delivering results and exceeding client expectations.
  • Basic understanding of brokerage regulations and rules that govern client accounts.
Preferred Qualifications
  • Previous experience in financial services or wealth management.
  • 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.