Financial Services Representative
1 week ago
As a Client Relationship Specialist at Charles Schwab, you will play a critical role in delivering an unparalleled client experience. You will work closely with your Client Relationship Manager and Branch Manager to ensure the operational success of our local branch.
Key Responsibilities- Develop and maintain strong relationships with clients to understand their financial needs and goals.
- Provide exceptional customer service and support to clients, responding to their inquiries and resolving any issues in a timely and professional manner.
- Work collaboratively with the branch team to achieve sales and revenue targets, while maintaining a high level of customer satisfaction.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
- Participate in ongoing training and development programs to enhance your skills and knowledge, and to stay current with industry best practices.
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
We're seeking a highly motivated and customer-focused individual who is passionate about delivering exceptional client experiences. If you have a strong desire to learn and grow in the financial services industry, and are looking for a challenging and rewarding role, we encourage you to apply.
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