Client Relationship Specialist -… at Charles Schwab · US-KS-Lea…

Summary: Charles Schwab is a financial services company that empowers employees to impact their careers. The Client Relationship Specialist role involves delivering exceptional client experiences and supporting the operational success of the branch, with opportunities for professional growth and licensing support. Responsibilities: - You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience - Development and growth are at the core of this role - If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you 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 Important Skills: Financial Services experience, Series 7 license, Series 63/66 license Nice-to-Have Skills: Cross-enterprise relationships, Brokerage regulations understanding, Notary, Written communication, Oral communication, Team collaboration