Client Relationship Specialist - Lone… at Charles Schwab · Lone Tree

Summary: Charles Schwab is a leader in the financial services industry, and they are seeking a Client Relationship Specialist to enhance customer service and support branch operations. This role focuses on delivering an exceptional client experience while providing opportunities for professional growth and development within the firm. Responsibilities: - Assist the Client Relationship Manager and Branch Manager in delivering an unparalleled client experience - Support the operational success of the local Schwab branch - 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 service, Financial services, Wealth management, Brokerage regulations, Series 7 license, Series 63 license, Series 66 license, Notary, Tact, Diplomacy, Multitasking Benefits: Eligible for bonus or incentive opportunities