Client Relationship Specialist – Cupertino, CA

Charles Schwab; Cupertino (CA); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Cupertino, CA is seeking a Client Relationship Specialist to deliver exceptional client service in a branch environment. You will support the Branch Manager and Client Relationship Manager and contribute to an outstanding client experience.

No licensing is required at hire, but Schwab will support you in obtaining Series 7 and 63/66 licenses; development and growth are emphasised, with a clear internal path.

Qualifications

• 1+ years of Client/Customer Service experience.
• Experience in Financial Services/Wealth Management preferred.
• Licensing not required at start; company supports Series 7/63/66 licensure.

Responsibilities

• Assist Branch Manager and Client Relationship Manager to deliver an unparalleled client experience.
• Support daily branch operations and client service activities.
• Develop knowledge to grow within the financial services industry.
• Build and maintain strong cross-branch relationships.

Skills

Customer service experience

Communication skills

Independent and team work

Job description

Position Type: Regular
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 have

Required Qualifications:

• 1+ years of Client/Customer Service experience

Preferred Qualifications:

• 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

In addition to the salary range, this role is also eligible.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools we need to make a positive difference in the finance industry.

We offer a competitive that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance