Client Relationship Specialist

1 week ago


Irvine, California, United States Charles Schwab Full time
About the Role

We're seeking a highly motivated and customer-focused Client Relationship Specialist to join our team at Charles Schwab. As a key member of our branch team, you'll play a critical role in delivering exceptional client experiences and supporting the operational success of our local branch.

Key Responsibilities
  • Provide top-notch customer service to clients, responding to their needs and concerns in a timely and professional manner.
  • Work closely with the Client Relationship Manager and Branch Manager to achieve business objectives and drive client satisfaction.
  • Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored solutions to meet their needs.
  • Assist with branch operations, including administrative tasks and special projects as needed.
What We Offer

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive impact in the finance industry.

We offer a competitive benefits package, including:

  • 401(k) with company match and Employee Stock Purchase Plan
  • Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
Requirements

To be successful in this role, you'll need:

  • 1+ years of Client/Customer Service experience
  • Previous experience in Financial Services/Wealth Management and/or closely related industry (preferred)
  • Ability to handle client needs with tact and diplomacy
  • Outstanding written and oral communication skills
  • Experience working independently and effectively as part of a team
What's Next

If you're passionate about delivering exceptional client experiences and are looking for a rewarding career in the finance industry, we encourage you to apply. We can't wait to hear from you



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