Client Relationship Specialist -… at Charles Schwab · US-WA-Van…

Summary: Charles Schwab is a financial services firm seeking a Client Relationship Specialist to enhance client experiences in their Vancouver branch. The role involves assisting the Client Relationship Manager and Branch Manager while focusing on customer service and professional growth opportunities within the firm. 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 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 Important Skills: Financial Services experience, Series 7 license, Series 63/66 license Nice-to-Have Skills: Tact, diplomacy, Brokerage regulations knowledge, Notary, Written communication, Oral communication, Teamwork Benefits: Bonus or incentive opportunities