Client Relationship Specialist - San… at Charles Schwab · US-CA-San…

Summary: Charles Schwab is a financial services firm seeking a Client Relationship Specialist to enhance customer service and operational success at their local branch. The role involves assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience while providing opportunities for professional growth in the financial services industry. Responsibilities: - Assist Client Relationship Manager and Branch Manager to deliver an unparalleled client experience - Support clients with their needs and inquiries - Handle client needs with tact and diplomacy - 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/Customer Service, Financial Services/Wealth Management Important Skills: Series 7 License, Series 63/66 License, Written Nice-to-Have Skills: Tact, Diplomacy, Cross-enterprise Relationships, Brokerage Regulations Understanding, Notary Benefits: Bonus or incentive opportunities