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Charles Schwab · 13 hours ago

Client Relationship Specialist - Thousand Oaks, CA

US-CA-Thousand Oaks

Full-time

Onsite

Entry Level

$55K/yr - $86K/yr

1+ years exp

Charles Schwab is a financial services firm that empowers employees to make an impact on their careers. The Client Relationship Specialist role focuses on delivering exceptional customer service and operational support within the branch, while also providing opportunities for professional growth in the financial services industry.

Financial Services

Responsibilities

Assist to help deliver an unparalleled client experience

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

Support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses

Handle client needs with tact and diplomacy

Build and maintain good cross-enterprise working relationships

Qualification

Client/Customer ServiceFinancial ServicesSeries 7 LicenseSeries 63/66 LicenseTactDiplomacyBrokerage RegulationsNotaryCommunication SkillsTeamwork

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