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Charles Schwab · 2 months ago

Client Relationship Specialist - Appleton, WI

US-WI-Appleton

Full-time

Onsite

Entry Level

$47K/yr - $69K/yr

1+ years exp

Charles Schwab is a firm that empowers employees to make an impact on their careers. As a Client Relationship Specialist, you will play a critical role in delivering excellent customer service and operational success within the local branch, while also having opportunities for growth in the financial services industry.

Financial Services

Responsibilities

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

Support the operational success of the local Schwab branch

Work with clients to expand knowledge and build a life-long career

Qualification

Client/Customer ServiceFinancial Services/Wealth ManagementSeries 7 LicenseSeries 63/66 LicenseCross-enterprise RelationshipsBrokerage RegulationsNotaryWritten 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