Client Relationship Specialist -… at Charles Schwab · Pittsford

Summary: Charles Schwab is a leading firm in the financial services industry, and they are seeking a Client Relationship Specialist to enhance customer service and operational success at their local branch. This role focuses on delivering an exceptional client experience while supporting career growth and development within the company. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to help deliver an unparalleled client experience - Support clients by addressing their 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, Tact, Diplomacy, Multitasking Benefits: Eligible for bonus or incentive opportunities