Client Relationship Specialist - West Bloomfield, MI

Charles Schwab Corporation; Birmingham (MI); On-site; USD 40,000 - 60,000; Full time

Job summary

Charles Schwab Corporation in Michigan is seeking a Client Relationship Specialist to support client service excellence at a local branch. You will assist the Client Relationship Manager and Branch Manager to deliver an unparalleled client experience and help develop growth within the branch network.

Licensing support offered for Series 7 and 63/66; 1+ years in customer service preferred; strong communication and diplomacy are essential; opportunity to grow and expand knowledge in financial

Qualifications

• 1+ years of client/customer service experience.
• Experience in financial services or wealth management preferred.
• Licensing not required but Schwab will support licensure (Series 7 and 63/66).
• Ability to handle client needs with tact and diplomacy.
• Outstanding written and oral communication skills.
• Ability to work independently and in a team.

Responsibilities

• Support the local branch's operational success under the guidance of the Client Relationship Manager and Branch Manager.
• Assist to deliver an unparalleled client experience and growth within the branch network.
• Contribute to licensing and compliance readiness as applicable.
• Collaborate with cross‑functional teams to meet client needs and branch goals.

Skills

Customer service

Communication

Teamwork

Problem solving

Diplomacy

Job description

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.

To read more about our client offerings visit: Charles Schwab - Investor Services

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