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Charles Schwab · 2 weeks ago

Client Relationship Specialist - Carmel Valley, CA

US-CA-Carmel

Full-time

Onsite

Entry Level

$28.80/hr - $47.45/hr

1+ years exp

Charles Schwab is a financial services firm looking for a Client Relationship Specialist to enhance customer service and operational success at their local branch. The role is designed for those seeking to grow in the financial industry, providing opportunities for licensing and career development.

Financial Services

Responsibilities

Bring your passion for customer service to a role

Assist Client Relationship Manager and Branch Manager

Help deliver an unparalleled client experience

Support to become licensed in the Series 7 and 63/66

Expand your knowledge

Build a life-long career

Qualification

Client/Customer ServiceFinancial Services/Wealth ManagementSeries 7 LicenseSeries 63/66 LicenseBrokerage Regulations KnowledgeTactDiplomacyCross-Enterprise RelationshipsNotaryWritten CommunicationOral CommunicationTeam Collaboration

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