Client Relationship Specialist - Century… at Charles Schwab · Los…

Summary: Charles Schwab is a financial services firm seeking a Client Relationship Specialist (CRS) to enhance customer service and operational success at their local branch. The role focuses on delivering an exceptional client experience while providing opportunities for growth and development in the financial services industry. Responsibilities: - Assist your Client Relationship Manager and Branch Manager - Help deliver an unparalleled client experience 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/Wealth Management Important Skills: Series 7 License, Series 63/66 License, Brokerage Regulations Nice-to-Have Skills: Tact, Diplomacy, Cross-enterprise Relationships, Notary Benefits: Bonus or incentive opportunities