Client Relationship Specialist — Growth in Financial Services

Charles Schwab; Yardley (Bucks County); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation time

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist to support branch operations and deliver an exceptional client experience. You will work under the supervision of the Client Relationship Manager and Branch Manager to grow your knowledge in financial services and customer service.

Licensing is encouraged and Schwab offers support to obtain Series 7 and 63/66 licenses as part of career development. A strong emphasis on communication and teamwork will help you succeed in this dynamic

Qualifications

• 1+ years of Client/Customer Service experience.
• Preferred: experience in Financial Services/Wealth Management or related industry.
• Notary may be required in some cases; licensing support is provided by Schwab.

Responsibilities

• Support the Client Relationship Manager and Branch Manager to deliver a premier client experience.
• Assist with branch operations and client requests to ensure timely service.
• Schwab will support the pursuit of licenses (Series 7 and 63/66) if aligned with career goals.

Skills

Customer service

Financial services knowledge

Job description

Charles Schwab is seeking a Client Relationship Specialist to support branch operations and deliver an exceptional client experience. You will work under the supervision of the Client Relationship Manager and Branch Manager to grow your knowledge in financial services and customer service.

Licensing is encouraged and Schwab offers support to obtain Series 7 and 63/66 licenses as part of career development. A strong emphasis on communication and teamwork will help you succeed in this dynamic