Client Experience & Wealth Services Specialist

Charles Schwab; Naples (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Naples, FL is seeking a Client Relationship Specialist to deliver exceptional service to local clients under the guidance of the Branch Manager. In this role you will support daily branch operations, address client needs with tact, and help build lasting relationships across the enterprise while pursuing relevant licenses with Schwab's support.

Licensing is not required for the role, but Schwab will assist with obtaining Series 7 and 63/66 licenses; a strong team environment

Qualifications

• 1+ years of client/customer service experience.
• Ability to handle client needs with tact and diplomacy.
• Outstanding written and oral communication skills.
• Experience working independently and as part of a team.
• Ability to build cross-enterprise relationships.
• Basic understanding of brokerage regulations.
• Notary may be required at times.

Responsibilities

• Support branch operations and ensure a high level of client service.
• Assist Client Relationship Manager and Branch Manager to deliver an unparalleled client experience.
• Handle client inquiries and account needs with professionalism and diplomacy.
• Collaborate with colleagues across the enterprise to build lasting relationships.
• Pursue licensing (Series 7 and 63/66) with Schwab's support when aligned with career goals.

Skills

Customer Service

Communication

Teamwork

Notary (possible)

Job description

Charles Schwab in Naples, FL is seeking a Client Relationship Specialist to deliver exceptional service to local clients under the guidance of the Branch Manager. In this role you will support daily branch operations, address client needs with tact, and help build lasting relationships across the enterprise while pursuing relevant licenses with Schwab's support.

Licensing is not required for the role, but Schwab will assist with obtaining Series 7 and 63/66 licenses; a strong team environment