Client Relationship Specialist
1 week ago
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.
This is an exciting opportunity to join our team as a Client Relationship Specialist, where you'll play a critical role in the operational success of our local branch. As a key member of our team, you'll assist our Client Relationship Manager and Branch Manager in delivering an unparalleled client experience.
Key Responsibilities- Provide exceptional customer service to our clients, ensuring their needs are met with tact and diplomacy.
- Work closely with our Client Relationship Manager and Branch Manager to achieve operational success and drive business growth.
- Develop and maintain good cross-enterprise working relationships to ensure seamless communication and collaboration.
- Stay up-to-date with brokerage regulations and rules that govern client accounts, ensuring compliance and accuracy.
- May be asked to become a Notary, as required by the role.
We're committed to providing 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
By joining our team, you'll have the opportunity to grow and develop your skills in a supportive and purpose-driven environment. If you're passionate about customer service and want to make a positive impact in the finance industry, we encourage you to apply.
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