Client Relationship Specialist - Woodbury, MN

Charles Schwab Corporation; Saint Paul (MN); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Charles Schwab Corporation in Minnesota seeks a client-focused professional to support individuals and families with their financial needs, from retirement planning to everyday investing.

Role emphasizes high performance, quality service, and compliant handling of brokerage accounts within the Schwab Investor Services framework. Strong written and oral communication are essential, with the ability to manage multiple client inquiries simultaneously and work both independently and in a team.

Qualifikationen

• Bachelor's degree or equivalent experience required.
• Active Series 7 license required (may be obtained after employment).
• Active Series 63 license required (may be obtained after employment).
• Notary preferred.
• Minimum 12 months in a client service industry.

Kenntnisse

Client service experience

Communication skills

Multitasking

Team collaboration

Diplomacy/tact

Ausbildung

Bachelor's degree or equivalent experience

Jobbeschreibung

Your Opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

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

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• Bachelor's degree or equivalent work related experience
• A valid and active Series 7 license is required (may be obtained under a condition of employment)
• A valid and active Series 63 license is required (may be obtained under a condition of employment)
• Notary preferred
• Minimum 12 months in a client service industry
• Basic understanding of brokerage regulations and rules that govern client accounts
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Outstanding written and oral communication skills
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Need be able to build and maintain good cross enterprise working relationships