Charles Schwab · 15 hours ago
Sr Client Relationship Specialist - Portland, OR
US-OR-Portland
Full-time
Onsite
Mid, Senior Level
$61K/yr - $95K/yr
2+ years expCharles Schwab is a leading financial services company that empowers individuals to make an impact on their careers. They are seeking a Senior Client Relationship Specialist who will provide advice and counsel to clients regarding their financial needs while effectively handling client complaints and resolutions.
Financial Services
Responsibilities
Demonstrating the ability to consistently handle client complaints and providing a resolution that meets the needs/wants of the client, the branch, and the company
Qualification
Required
Active and valid FINRA Series 7 and 63 licenses required
Active and valid FINRA Series 9/10 license is required
Understanding of the financial services industry and/or securities industry
2+ years in a client service capacity
Preferred
Bachelor's degree or equivalent work-related experience
Notary preferred
Solid understanding of regulatory and compliance policies associated with brokerage business
Demonstrated experience handling client concerns and issues with tact and diplomacy
Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Effective time management skills, with the ability to prioritize issues and invest time where appropriate
Outstanding written and oral communication skills
Need to be able to build and maintain good cross-enterprise working relationships
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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