Client Service Representative
3 days ago
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
- 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
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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