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Job Description
As a Client Relationship Specialist at Charles Schwab, you will leverage your customer service passion to enhance client experiences and contribute to the operational success of the branch. This role offers a clear growth path and opportunities for professional development in the financial services industry.
Key Responsibilities
Assist the 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 and/or closely related industry
While licensing is preferred, it is not required
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
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance