Client Relationship Specialist-… at Charles Schwab · Richmond

Summary: Charles Schwab is a financial services firm that champions growth in the industry. The Client Relationship Specialist (CRS) role focuses on providing exceptional customer service and supporting operational success in the branch. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience - Support clients in the financial services industry - Expand your knowledge and build a life-long career in financial services 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, Communication skills, Teamwork Benefits: Bonus or incentive opportunities