Client Relationship Associate
7 days ago
We are seeking a highly skilled Client Relationship Specialist to join our team at Charles Schwab. As a key member of our Financial Solutions Branch, you will play a critical role in delivering exceptional client experiences and driving business growth.
Key Responsibilities- Provide unparalleled value and excellent service to clients, ensuring a positive experience and building strong relationships.
- Manage a case queue, handling service and research requests with varying urgency levels, and scheduling clients with Financial Consultants for further consultation.
- Uncover additional business development opportunities through various avenues and utilize business partners and resources to drive scale within our business model.
- Collaborate with other Client Relationship Specialists to support the goals of the enterprise and handle client escalations and issues with tact and diplomacy.
- Understanding of the financial services industry and securities industry.
- 2+ years in a client service capacity.
- Active and valid FINRA Series 7 and 63 licenses (preferred).
At Charles Schwab, we are 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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