Client Relationship Specialist - New… at Charles Schwab · US-NY-New…

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 provide exceptional customer service and support to clients, while assisting the Client Relationship Manager and Branch Manager to ensure operational success at the branch. Responsibilities: - Bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry - Play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager - Help deliver an unparalleled client experience - Support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses if that is in line with your 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/Customer Service, Financial Services/Wealth Management Important Skills: Series 7 License, Series 63/66 License, Brokerage Regulations Nice-to-Have Skills: Tact, Diplomacy, Cross-enterprise Relationships, Notary, Written Communication, Oral Communication, Teamwork Benefits: Bonus or incentive opportunities