Client Relationship Specialist - Cobb… at Charles Schwab · Atlanta

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 Atlanta branch. This role involves supporting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience while providing opportunities for professional growth in the financial sector. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience - Support clients with their needs in a tactful and diplomatic manner - Communicate effectively with clients and team members, both in writing and verbally - 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, 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, Written Communication, Oral Communication, Teamwork Benefits: Bonus or incentive opportunities