This job has closed.

Charles Schwab · 2 days ago

Client Relationship Specialist - Bethesda, MD

Bethesda, MD

Full-time

Onsite

Entry Level

1+ years exp

Charles Schwab is a firm that champions growth in the financial services industry, and they are seeking a Client Relationship Specialist to enhance client experiences. This role involves assisting management and supporting clients while providing opportunities for professional development.

Financial Services

Responsibilities

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

Support clients with their needs in a tactful and diplomatic manner

Build and maintain good cross-enterprise working relationships

Handle multiple tasks and responsibilities simultaneously

Qualification

Client/Customer ServiceFinancial Services experienceSeries 7 licenseSeries 63/66 licenseCross-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