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Charles Schwab · 3 weeks ago

Client Relationship Specialist- Honolulu, HI

US-HI-Honolulu

Full-time

Onsite

Entry Level

$26.39/hr - $43.51/hr

1+ years exp

Charles Schwab is a financial services firm seeking a Client Relationship Specialist to enhance customer service and operational success in their Honolulu branch. This role involves assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience while providing growth opportunities in the financial services industry.

Financial Services

Responsibilities

Assist Client Relationship Manager and Branch Manager to deliver an unparalleled client experience

Support clients with their needs and inquiries

Develop knowledge and expertise in financial services and client relationship management

Build and maintain good cross-enterprise working relationships

Handle client needs with tact and diplomacy

Qualification

Client/Customer Service experienceFinancial Services experienceSeries 7 licenseSeries 63/66 licenseBrokerage regulations knowledgeTactDiplomacyCross-enterprise relationshipsNotaryWritten communication skillsOral communication skillsTeamwork

Required

1+ years of Client/Customer Service experience

Preferred

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