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Charles Schwab · 23 hours ago

Client Relationship Specialist - Asheville, NC

US-NC-Asheville

Full-time

Onsite

Entry Level

$21.59/hr - $35.58/hr

1+ years exp

Charles Schwab is a leading financial services firm, and they are seeking a Client Relationship Specialist to enhance customer service in their Asheville branch. This role involves assisting managers and delivering exceptional client experiences while providing opportunities for growth in the financial sector.

Financial Services

Responsibilities

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

Play a critical role in the operational success of the local Schwab branch

Support clients and expand your knowledge in the financial services industry

Qualification

Client/Customer ServiceFinancial Services ExperienceSeries 7 LicenseSeries 63/66 LicenseCommunication SkillsTactDiplomacyCross-enterprise RelationshipsBrokerage RegulationsNotaryTeamwork

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