Client Relationship Specialist-… at Charles Schwab · Beaverton

Summary: Charles Schwab is a leading financial services firm, and they are seeking a Client Relationship Specialist to enhance customer service and operational success at their Beaverton branch. This role involves assisting the Client Relationship Manager and Branch Manager to deliver exceptional client experiences while providing opportunities for personal and professional growth in the financial services industry. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience - Play a critical role in the operational success of the local Schwab branch - Support clients and expand your knowledge 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 for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses - 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, while handling multiple tasks and responsibilities simultaneously - 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 Required Skills: Client service, Financial services, Wealth management, Series 7 license, Series 63 license, Series 66 license, Brokerage regulations, Notary, Tact, Diplomacy, Multitasking Benefits: Bonus, Incentive opportunities