Client Relationship Specialist – Plano, TX

Charles Schwab; Plano (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist in Plano, TX. You will support branch leadership to deliver an unparalleled client experience and help grow the business in a service-driven environment.

Licensed work is not required, but Schwab will support you in pursuing Series 7 and 63/66 licenses if aligned with your career goals. The role offers growth opportunities within the local Schwab branch and across the network.

Qualifications

• 1+ years of Client/Customer Service experience.
• Experience in Financial Services/Wealth Management preferred.
• Licensing not required but support for Series 7 and 63/66 if pursued.

Responsibilities

• Assist the Client Relationship Manager and Branch Manager to deliver a premier client experience.
• Support development and growth within the Schwab branch.
• Handle client needs with tact and diplomacy while managing multiple tasks.
• Build and maintain cross-enterprise relationships and stay informed on brokerage regulations.

Skills

Customer service

Written communication

Oral communication

Multi-tasking

Notary

Job description

Position Type: Regular
Your opportunity

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 for bonus or incentive opportunities.

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 you 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