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Charles Schwab · 1 week ago

Client Relationship Specialist- Torrance, CA

US-CA-Torrance

Full-time

Onsite

Entry Level

$28.85/hr - $47.45/hr

1+ years exp

Charles Schwab is a leading financial services firm, and they are seeking a Client Relationship Specialist to enhance customer service and operational success in their Torrance branch. This role involves assisting the Client Relationship Manager and Branch Manager, focusing on delivering an exceptional client experience while providing opportunities for growth in the financial services industry.

Financial Services

Qualification

Client/Customer ServiceFinancial Services experienceSeries 7 licenseSeries 63/66 licenseTactDiplomacyBrokerage regulations knowledgeNotaryWritten communicationOral 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