Client Relationship Specialist-… at Charles Schwab · Brookfield

Summary: Charles Schwab is a leading financial services firm that empowers employees to make an impact on their careers. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience while supporting the growth of the local branch. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience - Handle client needs with tact and diplomacy - Build and maintain good cross-enterprise working relationships - Work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously 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, Brokerage regulations, Notary, Tact, Diplomacy, Multitasking Benefits: 401(k) with company match and Employee stock purchase plan, Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, Paid parental leave and family building benefits, Tuition reimbursement, Health, dental, and vision insurance