Hybrid Wealth Client Solutions Specialist

Charles Schwab; Westlake (OH); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) match

Employee stock plan

Paid vacation

Sabbatical

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Westlake, OH seeks a Client Relationship Specialist to manage service requests, build client relationships, and navigate brokerage compliance. The role involves daily client interactions, problem solving, and cross-team collaboration.

The position starts in-office four days a week for six months, then shifts to Schwab Workplace Flexibility. A proactive, client-focused mindset is essential for success in this role.

Qualifications

• 2 years in a client service capacity.
• Understanding of the financial services and securities industry.
• Excellent written and verbal communication.
• Ability to manage multiple client inquiries and prioritize.

Responsibilities

• Deliver unparalleled value and provide a positive client experience.
• Manage a case queue with service and research requests of varying urgency.
• Understand regulatory and compliance policies related to brokerage and risk.
• Collaborate with other CRS to support enterprise goals.
• Schedule clients with a consultant for further advice.
• Identify additional business development opportunities.
• Resolve operational inefficiencies and suggest improvements.
• Leverage partners to drive scale within the business model.
• Handle client escalations with tact and diplomacy.

Skills

Client service

Communication

Regulatory knowledge

Time management

Multi-tasking

Team collaboration

Education

FINRA Series 7 license

FINRA Series 63 license

Job description

Charles Schwab in Westlake, OH seeks a Client Relationship Specialist to manage service requests, build client relationships, and navigate brokerage compliance. The role involves daily client interactions, problem solving, and cross-team collaboration.

The position starts in-office four days a week for six months, then shifts to Schwab Workplace Flexibility. A proactive, client-focused mindset is essential for success in this role.