Client Relationship Specialist -… at Charles Schwab · US-CO-Den…

Summary: Charles Schwab is a leading financial services firm, and they are seeking a Client Relationship Specialist to enhance customer service and operational success in their local branch. The role offers opportunities for growth and development in the financial services industry while assisting clients and supporting branch management. Responsibilities: - Bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry - Play a critical role in the operational success of this local Schwab branch - Assist to help deliver an unparalleled client experience - Have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise - Support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals 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 Nice-to-Have Skills: Tact, Diplomacy, Cross-enterprise Relationships, Brokerage Regulations, Notary Benefits: Bonus or incentive opportunities