Client Relationship Specialist- Tysons… at Charles Schwab · Tysons…

Summary: Charles Schwab is a leading financial services firm, and they are seeking a Client Relationship Specialist to enhance customer service and operational success at their Tysons Corner branch. This role provides an opportunity for growth in the financial services industry while supporting clients and developing expertise. Responsibilities: - Assist the Client Relationship Manager and Branch Manager - Deliver an unparalleled client experience - Support employees in obtaining and/or holding the Series 7 and 63/66 licenses 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, Series 7 license, Series 63 license, Series 66 license, Brokerage regulations, Notary, Tact, diplomacy Benefits: Bonus or incentive opportunities