Client Relationship Specialist -… at Charles Schwab · Bellevue

Summary: Charles Schwab is a financial services firm that champions growth in the industry. As a Client Relationship Specialist, you will play a critical role in delivering exceptional client experiences and supporting the operational success of the branch. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience - Support clients with their needs and inquiries - Contribute to the operational success of the local Schwab branch - Engage in personal development and growth opportunities within 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/Customer Service, Financial Services Experience Important Skills: Series 7 License, Series 63/66 License, Communication Skills Nice-to-Have Skills: Tact, Diplomacy, Cross-Enterprise Relationships, Brokerage Regulations Knowledge, Notary Certification, Team Collaboration Benefits: Bonus or incentive opportunities