Client Relationship Specialist - Red… at Charles Schwab · Red Bank

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 support the operational success of the branch by delivering exceptional client experiences and assisting the Client Relationship Manager and Branch Manager. Responsibilities: - Bring passion for customer service to the role - Assist Client Relationship Manager and Branch Manager to deliver an unparalleled client experience - Support clients in their financial service needs - Work towards obtaining Series 7 and 63/66 licenses if aligned 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/Customer Service Important Skills: Financial Services experience, Series 7 license, Series 63/66 license Nice-to-Have Skills: Tact, diplomacy, Brokerage regulations understanding, Notary, Written communication, Oral communication, Team collaboration Benefits: Bonus or incentive opportunities