Client Relationship Specialist -… at Charles Schwab · Menlo Park

Summary: Charles Schwab is a financial services firm that empowers employees to make an impact on their careers. As a Client Relationship Specialist, you will focus on providing exceptional customer service while supporting the operational success of the branch. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience - Play a critical role in the operational success of the local Schwab branch - Support employees in obtaining and/or holding the Series 7 and 63/66 licenses if that is in line with career goals 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