Client Relationship Specialist -… at Charles Schwab · US-PA-Lan…

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 Lancaster branch. This role involves assisting the Client Relationship Manager and Branch Manager to deliver exceptional client experiences while providing opportunities for personal and 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 and inquiries regarding financial services - Engage with clients to understand their needs and provide appropriate solutions 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, Notary, Written Communication, Oral Communication, Team Collaboration Benefits: Bonus or incentive opportunities