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Client Relationship Specialist

2 months ago

Middleton, United States Charles Schwab Full time
About the Role

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.

We're seeking a highly motivated and customer-focused Client Relationship Specialist to join our team. As a key member of our branch, you'll play a critical role in delivering an unparalleled client experience, working closely with our Client Relationship Manager and Branch Manager.

Key Responsibilities
  • Provide exceptional customer service to clients, responding to their needs and concerns in a timely and professional manner.
  • Assist in the operational success of the branch, including tasks such as client onboarding, account maintenance, and trade execution.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Work collaboratively with the branch team to achieve sales and revenue targets.
  • Stay up-to-date on industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.
What We Offer
  • A competitive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and tuition reimbursement.
  • A supportive and inclusive work environment, with opportunities for professional growth and development.
  • The chance to work with a leading financial services company, making a positive impact on the lives of our clients.