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Job Description
As a Client Relationship Specialist at Schwab, you'll leverage your customer service passion to enhance client experiences and drive branch success. You'll have the opportunity for growth in the financial services industry, with support for professional development and licensing.
Key Responsibilities
Assist Client Relationship Manager and Branch Manager
Deliver an unparalleled client experience
Support personal and professional growth in the financial services industry
Required Qualifications
1+ years of Client/Customer Service experience
Preferred Qualifications
Previous experience in Financial Services/Wealth Management
Licensing (Series 7 and 63/66) support available
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and as part of a team
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules
May be asked to become a Notary
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance