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Relationship Management Associate
2 months ago
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 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 addressing banking and lending needs, Investor Services is here to help.
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.
You will play a crucial role in 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 aspects of this role.
In the Branch Network at Schwab, you will find a clear path for advancement as well as endless opportunities to challenge yourself and enhance your expertise.
While licensing is not a prerequisite for this position, Schwab will assist you in obtaining the Series 7 and 63/66 licenses if that 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 could 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.
Ability 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 committed to empowering our employees' personal and professional success.
Our purpose-driven, supportive culture, along with a focus on your development, means you will receive the tools necessary to make a positive impact in the finance industry.
We offer a competitive benefits package that addresses the whole you – 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
