Client Relationship Specialist -… at Charles Schwab · US-CA-Cor…

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 Corte Madera branch. This role involves assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience while providing opportunities for personal and professional growth. Responsibilities: - Bring passion for customer service to the role and firm - Assist the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience - Support development and growth within the financial services industry - Challenge yourself and deepen your expertise in the Branch Network 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, Series 7 License, Series 63 License, Series 66 License, Brokerage Regulations, Notary, Tact, Diplomacy, Multitasking Benefits: Bonus or incentive opportunities