Client Experience & Financial Services Liaison

Charles Schwab; Albuquerque (NM); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Bonus opportunities

401(k) with company match

Health, dental, and vision insurance

Paid time off

Tuition reimbursement

Sabbatical after 5 years

Job summary

Charles Schwab in Albuquerque, NM is looking for a Client Relationship Specialist to support client service across the branch. You will assist the Branch Manager and Client Relationship Manager to deliver an exceptional client experience and ensure smooth daily operations.

Licensing isn’t required at hire, but Schwab will support you in pursuing Series 7 and 63/66 licenses if aligned with your career goals.

Qualifications

• 1+ years of Client/Customer Service experience.
• Preferred: experience in Financial Services/Wealth Management.
• Licensing is preferred, but not required; Schwab will support you in obtaining 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 as part of a team while handling multiple tasks.
• Ability to build cross-enterprise relationships.
• Basic understanding of brokerage regulations and rules that govern client accounts.
• May be asked to become a Notary.

Responsibilities

• Support daily branch operations and client service delivery.
• Assist the Branch Manager and Client Relationship Manager to deliver an exceptional client experience.
• Develop cross-enterprise relationships and ensure regulatory compliance.

Skills

Customer service

Communication

Teamwork

Job description

Charles Schwab in Albuquerque, NM is looking for a Client Relationship Specialist to support client service across the branch. You will assist the Branch Manager and Client Relationship Manager to deliver an exceptional client experience and ensure smooth daily operations.

Licensing isn’t required at hire, but Schwab will support you in pursuing Series 7 and 63/66 licenses if aligned with your career goals.