Client Relationship Specialist -… at Charles Schwab · Millburn

Summary: Charles Schwab is a financial services firm that values customer service and employee growth. The Client Relationship Specialist role involves assisting clients and the management team to ensure operational success while providing an exceptional client experience. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience - Support client needs with tact and diplomacy - Communicate effectively with clients and team members - Handle multiple tasks and responsibilities simultaneously - Build and maintain good cross-enterprise working relationships 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, Notary Public, Tact, Diplomacy, Multitasking Benefits: Bonus or incentive opportunities