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Charles Schwab · 2 days ago

Client Relationship Specialist- Colorado Springs, CO

US-CO-Colorado Springs

Full-time

Onsite

Entry Level

$55K/yr - $79K/yr

1+ years exp

Charles Schwab is a financial services firm empowering its employees to make an impact on their careers. The Client Relationship Specialist (CRS) role focuses on delivering exceptional customer service and supporting the operational success of the local branch, while also providing opportunities for growth and development in the financial services industry.

Financial Services

Responsibilities

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

Support clients by addressing their needs with tact and diplomacy

Communicate effectively with clients, both in writing and verbally

Work independently and as part of a team to manage multiple tasks and responsibilities

Build and maintain good working relationships across the enterprise

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