Client Relationship Specialist

4 weeks ago


Washington, Washington, D.C., United States Charles Schwab Full time
Join Our Team as a Client Relationship Specialist

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:
  • Assist Client Relationship Managers and Branch Managers in delivering an unparalleled client experience.
  • Play a critical role in the operational success of our local Schwab branch.
  • Support clients with tact and diplomacy, handling their needs with professionalism.
  • Develop and maintain good cross-enterprise working relationships.
  • Stay up-to-date on brokerage regulations and rules that govern client accounts.

What You'll Get:
  • A competitive benefits package that takes care of the whole you – both today and in the future.
  • 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.

Grow with Us:
  • Clear growth path as a Schwab Branch Team Member.
  • Endless opportunities to challenge yourself and deepen your expertise.
  • Support to become licensed in the Series 7 and 63/66 if that is in line with your career goals.


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