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Charles Schwab · 1 month ago

Client Relationship Specialist - Germantown, TN

US-TN-Germantown

Full-time

Onsite

Entry Level

$23.99/hr - $39.57/hr

1+ years exp

Charles Schwab is a leading financial services firm that is seeking a Client Relationship Specialist to enhance customer service and operational success at their Germantown branch. The role involves assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience while supporting personal growth in the financial services industry.

Financial Services

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 you to become licensed in the Series 7 and 63/66 if that is in line with your career goals

Qualification

Client/Customer ServiceFinancial Services/Wealth ManagementSeries 7 LicenseSeries 63/66 LicenseTactDiplomacyCross-enterprise RelationshipsBrokerage Regulations KnowledgeNotary (optional)Written 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