Client Relationship Specialist: Training & Growth in Wealth

Charles Schwab Corporation; Miami (FL); Presencial; USD 48.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Schwab Training & Development

Career Pathing

Competitive Compensation

Descripción de la vacante

Charles Schwab Corporation in Miami invites you to join as a Client Relationship Specialist, an entry point into financial services. You will learn licensing steps, assist clients, and support branch operations, delivering a high-quality, personalized client experience.

You'll engage with colleagues, develop product knowledge, and grow through Schwab Training & Development and hands-on mentoring. This role emphasizes listening, accuracy, and relationship-building to help clients feel heard and

Formación

• 1+ years of client-facing or customer service experience.
• Be prepared to obtain required licensing as part of development.

Responsabilidades

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
• Support daily branch operations, including account servicing, documentation, and follow-up with strong attention to detail.
• Communicate effectively with clients and colleagues, adapting to different styles and needs.
• Use active listening to understand priorities and elevate issues when needed.
• Manage multiple tasks and priorities to meet deadlines and maintain quality.
• Partner with team members to drive client engagement and operational excellence.
• Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.

Conocimientos

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Descripción del empleo

Charles Schwab Corporation in Miami invites you to join as a Client Relationship Specialist, an entry point into financial services. You will learn licensing steps, assist clients, and support branch operations, delivering a high-quality, personalized client experience.

You'll engage with colleagues, develop product knowledge, and grow through Schwab Training & Development and hands-on mentoring. This role emphasizes listening, accuracy, and relationship-building to help clients feel heard and