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Charles Schwab · 2 hours ago

Client Relationship Specalist - Lehigh Valley, PA

Allentown, PA

Full-time

Onsite

Entry Level

1+ years exp

Charles Schwab is a firm that empowers employees to make an impact on their careers through innovative thought and creative problem solving. As a Client Relationship Specialist, you will play a critical role in delivering an unparalleled client experience while assisting the Client Relationship Manager and Branch Manager, with a focus on growth in the financial services industry.

Financial Services

Responsibilities

You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience

Development and growth are at the core of this role

If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you

Qualification

Client/Customer Service experienceFinancial Services/Wealth ManagementSeries 7 licenseSeries 63/66 licenseBrokerage regulations knowledgeTactDiplomacyWrittenCross-enterprise relationshipsNotaryOral communicationTeamwork

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