Client Relationship Associate
1 day ago
At Charles Schwab, we're seeking a Client Relationship Specialist to deliver exceptional service and support to our clients in a local branch. As a key member of our team, you'll play a critical role in the operational success of our branch, working closely with your Client Relationship Manager and Branch Manager to deliver an unparalleled client experience.
Your OpportunityAs a Client Relationship Specialist, you'll have the chance to bring your passion for customer service to a role that will champion your growth in the financial services industry. You'll be responsible for:
- Providing exceptional service and support to clients, responding to their needs and concerns in a timely and professional manner
- Working closely with your Client Relationship Manager and Branch Manager to deliver an unparalleled client experience
- Developing and maintaining strong relationships with clients, understanding their financial goals and objectives
- Collaborating with other team members to achieve business objectives and drive growth
To be successful in this role, you'll need:
- 1+ years of client/customer service experience
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Basic understanding of brokerage regulations and rules that govern client accounts
- Ability to build and maintain good cross-enterprise working relationships
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 offer 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
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