Client Service Representative

3 days ago


Pittsford, New York, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our Investor Services organization, you will play a critical role in building strong, personal relationships with our clients.

Key Responsibilities
  • Deliver exceptional value, service, and provide a positive client experience
  • Assist the Branch Manager and sales staff in meeting client needs
  • Receive checks and/or security deposits, check disbursements, and new account processing
  • Actively uncover additional business development opportunities
  • Schedule clients with an Associate Financial Consultant and/or Financial Consultant for further consultation
Requirements
  • Bachelor's degree or equivalent work-related experience
  • Valid and active Series 7 license (may be obtained under a condition of employment)
  • Valid and active Series 63 license (may be obtained under a condition of employment)
  • Notary preferred
  • Minimum 12 months in a client service industry
  • Basic understanding of brokerage regulations and rules that govern client accounts
  • Demonstrated experience handling client concerns and issues with tact and diplomacy
  • Outstanding written and oral communication skills
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • Ability to manage multiple client situations, needs, and inquiries simultaneously
  • Ability to build and maintain good cross-enterprise working relationships
What We Offer

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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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