Client Relationship Specialist -… at Charles Schwab · Winnetka

Summary: Charles Schwab is a firm that empowers employees to make an impact on their careers while transforming the finance industry. The Client Relationship Specialist role focuses on delivering exceptional client experiences and supporting the operational success of the local branch, offering opportunities for growth and development in the financial services sector. Responsibilities: - Bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry - Play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager - Assist to help deliver an unparalleled client experience - Support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses if that is in line with your career goals 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 Experience Important Skills: Series 7 License, Series 63/66 License, Communication Skills Nice-to-Have Skills: Tact, Diplomacy, Brokerage Regulations, Notary, Teamwork Benefits: Eligible for bonus or incentive opportunities