Client Relationship Specialist
3 weeks ago
Join Charles Schwab's 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 the local Schwab branch.
- Support employees in obtaining and/or holding the Series 7 and 63/66 licenses.
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.
What's in it for you:
- 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.
About Charles Schwab:
Charles Schwab is a purpose-driven company that empowers our employees' personal and professional success. We're committed to making a positive difference in the finance industry.
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