FRANCHISE BRANCH CLIENT RELATIONSHIP SPECIALIST

Atlantic City Chamber; New Jersey; Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off

401(k) Plan

Health Insurance

In Person Department

Job summary

Schwab Egg Harbor Franchise Branch seeks a Franchise Branch Client Relationship Specialist to greet clients, resolve requests, and deliver exceptional service in a fast-paced, in-person environment.

You will support daily branch operations, coordinate with sales staff, and help maintain Schwab brand standards while building trusted client relationships. On-site, full-time role with events outside standard hours.

Qualifications

• Associates degree or equivalent combination of education and experience.
• 1+ years of client-facing or customer service experience.
• Proficiency in Microsoft Office Suite.
• Demonstrated experience handling client concerns with tact and diplomacy.
• Managing multiple client situations, needs and inquiries simultaneously.
• Work independently and as part of a team.
• Complete requests and tasks accurately following established processes while prioritizing work.
• Ensure high-quality, error-free work and identify discrepancies early.
• Maintain strong organization of tasks and follow-ups for timely execution.
• Remain flexible and solution-oriented in a fast-paced environment.
• Adjust to changing priorities and processes in a fast-paced environment.
• Develop and maintain cross-enterprise working relationships.
• Strong phone and interpersonal relationship skills.
• Willingness to learn, grow, and adopt new approaches or skills.
• Open to feedback and apply it to improve performance.

Responsibilities

• Greet clients and prospects with warm enthusiasm when they call or visit the branch.
• Deliver a welcoming client experience by understanding needs and resolving requests with accuracy and care.
• Deliver outstanding service and provide all clients with an exceptional experience.
• 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 escalate issues when needed.
• Manage multiple tasks and priorities to meet deadlines and maintain quality.
• Partner with team members to drive client engagement, operational excellence and a seamless client experience.
• Build trust and long-term relationships through professionalism and a client-first mindset.
• Assist the Franchise Branch Owner and sales staff meet client needs.
• Schedule client consultations and help facilitate client requests.
• Maintain branch to Schwab brand standards.
• Assist with coordinating marketing efforts for the branch, including seminars and events.

Skills

Client-facing experience

Communication skills

Interpersonal skills

Multi-tasking

Teamwork

Problem solving

Adaptability

Attention to detail

Organizational skills

Learning mindset

Education

Associate degree or equivalent

Tools

Microsoft Office Suite

Job description

FRANCHISE BRANCH CLIENT RELATIONSHIP SPECIALIST

Franchise Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com.

Franchise Branch Client Relationship Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Franchise Branch Owner (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.

Franchise Branch Client Relationship Specialists play a vital role in delivering personalized, high-quality client experience, while supporting the operational success of the branch.

The Schwab Egg Harbor Franchise Branch is looking for a Franchise Branch Client Relationship Specialist with a passion for serving clients.

ROLE DESCRIPTION

• Greet clients and prospects with warm enthusiasm when they call or visit the branch, ensuring they feel welcomed and appreciated
• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care
• Deliver outstanding service and provide all clients with an exceptional experience
• 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 **escalate** issues when needed
• Manage multiple tasks and priorities to meet deadlines and maintain quality
• Partner with team members to drive client engagement, operational excellence and a seamless client experience
• Build trust and long-term relationships through professionalism, reliability, and a client-first mindset
• Assist the Franchise Branch Owner and sales staff meet client needs
• Schedule client consultations and help facilitate client requests
• Maintain branch to Schwab brand standards
• Assist with coordinating marketing efforts for the branch, including but not limited to seminars and events

This is a summary only - duties and responsibilities may be revised over time.

SKILLS & QUALIFICATIONS

• Assciates degree or equivalent combination of education and experience
• 1+ years of client-facing or customer service experience
• Proficiency in Microsoft Office Suite
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Managing multiple client situations, needs and inquiries simultaneously
• Work independently and as part of a team
• Complete requests and tasks accurately following established processes while effectively prioritizing work to meet deadlines
• Ensure high-quality, error-free work and identify discrepancies or issues early
• Maintain strong organization of tasks, client requests, and follow-ups to ensure timely and consistent execution
• Remain flexible and solution-oriented when navigating new or complex situations
• Ability to adjust to changing priorities, client needs, and processes in a fast-paced environment
• Develop and maintain good cross-enterprise working relationships
• Strong phone and interpersonal relationship skills
• Willingness to learn, grow, and adopt new approaches or skills.
• Openness to feedback and apply it to improve performance

POSITION LOCATION

430 Consumer Square Mays Landing, NJ 08330

HOURS & COMPENSATION

• Full-Time Position
• In Person
• Monday-Friday
• 9:00am-5:00pm (nights and weekends for events/appointments as needed)
• Paid Time Off
• 401(k) Plan
• Health Insurance
• Pay will be commensurate with experience