Join Charles Schwab as a Client Relationship Specialist in Kansas City, MO, and make a meaningful impact in the financial services industry. You'll be empowered to provide exceptional customer service, support your team, and grow your career with comprehensive training and licensing opportunities.
Key Responsibilities
Assist Client Relationship Manager and Branch Manager in delivering unparalleled client experience
Play a critical role in the operational success of the Schwab branch
Support clients with their financial services needs
Required Qualifications
1+ years of Client/Customer Service experience
Preferred Qualifications
Previous experience in Financial Services/Wealth Management and/or closely related industry
Licensing (Series 7 and 63/66) support
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 that govern client accounts
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