Senior Client Relationship Specialist

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.      

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

What you are good at

Building strong, meaningful relationships with each client is a key component of our business strategy. Our Senior Client Relationship Specialist will pursue this mission through:

• 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.
• Deepening ongoing internal and external business partner relationships.
• Consistently demonstrating initiative, workplace engagement and leadership.
• Delivering a self-directed unparalleled value and outstanding client service.
• Assisting the Branch Manager and sales/support staff with meeting our clients’ needs.
• Successfully navigating through extremely complex operational issues.
• Highly successful with diffusing negative client situations.

We are seeking people with a passion for helping clients...You will be responsible for:

• Implementing, training and support of new processes that are adopted by the firm.
• Partnering with internal and external business partners to prepare for a branch audit.

• Being a product and service subject matter expert.
• Receiving checks, security deposits, check disbursements and new account processing.
• Actively uncovering additional business development opportunities.
• Scheduling the clients with a Financial Consultant for further consultation.

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to be apart of a firm that truly values your contributions, consider a career at Charles Schwab.

You can read more about the culture at Schwab, by clicking here tomeet our people.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 1+ years of Client/Customer Service experience
• Ability to handle client needs with tact and diplomacy
• Outstanding written and oral communication skills

Preferred Qualifications:

• Previous experience in Financial Services/Wealth Management and/or closely related industry.
• Experience in Retirement Plan Serbices
• Series 9/10
• Series 7 and 63 - Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
• 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

In addition to the salary range, this role is eligible for bonus or incentive opportunities.