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Client Engagement Associate

2 months ago

Jefferson Valley, United States Charles Schwab Full time

Position Type:
Regular

Your Opportunity

At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and transform the finance industry collaboratively.


Our branch network is a vital part of the broader Investor Services organization, primarily dedicated to assisting individuals and families with their financial requirements.

Whether it involves retirement planning, charitable contributions, estate management, active investing, or managing banking and lending needs, Investor Services is here to assist.


As a Client Relationship Specialist (CRS), you will have the chance to channel your enthusiasm for customer service into a role and a firm that will support your growth within the financial services sector.

Your role will be crucial to the operational success of this local Schwab branch, working under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist in delivering an exceptional client experience.

Development and growth are fundamental to this position.
In the Branch Network at Schwab, you will find a clear path for advancement along with countless opportunities to challenge yourself and deepen your expertise.

While licensing is not a prerequisite for this role, Schwab will assist you in obtaining the Series 7 and 63/66 licenses if it aligns with your career aspirations.

If you are seeking an entry point into the financial services industry that allows you to engage with clients, broaden your knowledge, and build a lasting career, this may be the right opportunity for you.


What You Have

Required Qualifications:
1+ years of Client/Customer Service experience.

Preferred Qualifications:
Previous experience in Financial Services/Wealth Management or a closely related field.
While licensing is preferred, it is not mandatory for this role; Charles Schwab will support employees in this position in obtaining and/or maintaining the Series 7 and 63/66 licenses.
Ability to address client needs with tact and diplomacy.
Exceptional written and verbal communication skills.
Experience working independently and effectively as part of a team while managing multiple tasks and responsibilities simultaneously.
Capability to establish and maintain strong cross-enterprise working relationships.
Basic understanding of brokerage regulations and rules governing client accounts.
May be required to become a Notary.

What's in it for You

At Schwab, we are dedicated to empowering our employees' personal and professional success.

Our purpose-driven, supportive culture, along with a focus on your development, ensures you will receive the tools necessary to make a positive impact in the finance industry.

We offer a competitive benefits package that addresses your overall well-being – both now and in the future:
401(k) with company match and Employee stock purchase plan.
Paid time for vacation, volunteering, and a 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.