Client Relationship Specialist -… at Charles Schwab · Carlsbad

Summary: Charles Schwab is a leader in the financial services industry, and they are seeking a Client Relationship Specialist to enhance customer service and operational success at their Carlsbad branch. This role involves assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience while providing opportunities for professional growth and development. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience - Support clients with their needs in a tactful and diplomatic manner - Handle multiple tasks and responsibilities simultaneously while working independently and as part of a team - Build and maintain good cross-enterprise working relationships 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, Series 7 License Nice-to-Have Skills: Brokerage Regulations Benefits: Bonus or incentive opportunities