Join Charles Schwab as a Client Relationship Specialist where your passion for customer service will help drive operational success in a local branch. You will be empowered to grow within the financial services industry while making a meaningful impact on clients’ experiences.
Key Responsibilities
Assist Client Relationship Manager and Branch Manager
Deliver unparalleled client experience
Support personal and professional growth
Handle client needs and inquiries
Required Qualifications
1+ years of Client/Customer Service experience
Preferred Qualifications
Previous experience in Financial Services/Wealth Management
Licensing is preferred (Series 7 and 63/66)
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and as part of a team
Basic understanding of brokerage regulations
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