Client Relationship Specialist — Growth & Licensing Path

Charles Schwab; South Burlington (VT); 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 Vermont is seeking a Client Relationship Specialist (CRS) to bring a passion for customer service to a local Schwab branch. You will support the Client Relationship Manager and Branch Manager, helping to deliver an outstanding client experience and grow your knowledge in financial services.

Licensing help may be provided to pursue Series 7 and 63/66 licenses as part of your career path. Develop and strengthen relationships across the branch network, handle client needs with

Qualifications

• 1+ years of Client/Customer Service experience.
• Preferred experience in Financial Services/Wealth Management.
• Licensing support for Series 7 and 63/66 if aligned with career goals.

Responsibilities

• Support branch operations under guidance of the Client Relationship Manager and Branch Manager.
• Help deliver an unparalleled client experience at a Schwab local branch.
• Assist with building cross-enterprise relationships and maintain client accounts with care.

Skills

Customer service

Communication

Diplomacy

Job description

Charles Schwab in Vermont is seeking a Client Relationship Specialist (CRS) to bring a passion for customer service to a local Schwab branch. You will support the Client Relationship Manager and Branch Manager, helping to deliver an outstanding client experience and grow your knowledge in financial services.

Licensing help may be provided to pursue Series 7 and 63/66 licenses as part of your career path. Develop and strengthen relationships across the branch network, handle client needs with