Client Relationship Specialist- Santa… at Charles Schwab · Santa Rosa

 

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. 

 

 

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 
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In addition to the salary range, this role is also eligible for bonus or incentive opportunities.