Client Relationship Specialist-… at Charles Schwab · Charlotte

Summary: Charles Schwab is a leading financial services firm that empowers employees to make an impact on their careers. The Client Relationship Specialist role involves providing exceptional customer service and supporting the operational success of the local branch, with opportunities for growth and development in the financial services industry. 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 - Work independently and effectively as part of a team, managing multiple tasks and responsibilities simultaneously - 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 service, Financial services, Wealth management, Brokerage regulations, Notary, Tact, Diplomacy, Multitasking Benefits: Bonus or incentive opportunities