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Charles Schwab · 4 hours ago

Client Relationship Specialist- Salt Lake City, UT

US-UT-Holladay

Full-time

Onsite

Entry Level

$50K/yr - $72K/yr

1+ years exp

Charles Schwab is a financial services company empowering employees to make an impact on their careers. The Client Relationship Specialist (CRS) role focuses on delivering exceptional client experiences while supporting the growth and operational success of the branch.

Financial Services

Qualification

Client/Customer ServiceFinancial Services experienceSeries 7 licenseSeries 63/66 licenseTactDiplomacyCross-enterprise relationshipsBrokerage regulationsNotaryWritten 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