Client Relationship Specialist -… at Charles Schwab · US-MA-Bos…

Summary: Charles Schwab is a leader in the financial services industry, and they are seeking a Client Relationship Specialist to enhance client experiences at their Boston branch. This role involves supporting the Client Relationship Manager and Branch Manager while providing exceptional customer service and facilitating operational success. 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 Important Skills: Financial Services experience, Series 7 license, Series 63/66 license Nice-to-Have Skills: Tact, diplomacy, Brokerage regulations knowledge, Notary, Written communication, Oral communication, Teamwork Benefits: Bonus or incentive opportunities