Client Relationship Specialist - Tulsa, OK at Charles Schwab · Tulsa

Summary: Charles Schwab is a financial services firm that empowers its employees to make an impact on their careers. The Client Relationship Specialist role focuses on delivering an exceptional client experience while supporting the branch's operational success and offers a clear growth path within the financial services industry. Responsibilities: - Assist the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience - Support the operational success of the local Schwab branch - Work with clients to expand knowledge and build a long-term 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, Financial Services/Wealth Management Important Skills: Series 7 License, Series 63/66 License Nice-to-Have Skills: Cross-enterprise Relationships, Brokerage Regulations, Notary, Written Communication, Oral Communication, Team Collaboration