Client Relationship Specialist - Alpharetta, GA
Position Type:
RegularYour OpportunityAt 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.
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.
Our Client Relationship Specialists will pursue this mission through delivering unparalleled value, excellent service and providing a positive client experience.
Additional responsibilities include, assisting the Branch Manager and sales staff with meeting our client's needs.
Some of these responsibilities pertain to receiving checks and or security deposits, check disbursements and new account processing.
Also, you will be tasked with actively uncovering additional business development opportunities and assist with scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation.
What you haveRequired
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 What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success.
Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Recommended Skills Brokerage Business Development Communication Consulting Customer Service Diplomacy Estimated Salary: $20 to $28 per hour based on qualifications.
RegularYour OpportunityAt 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.
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.
Our Client Relationship Specialists will pursue this mission through delivering unparalleled value, excellent service and providing a positive client experience.
Additional responsibilities include, assisting the Branch Manager and sales staff with meeting our client's needs.
Some of these responsibilities pertain to receiving checks and or security deposits, check disbursements and new account processing.
Also, you will be tasked with actively uncovering additional business development opportunities and assist with scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation.
What you haveRequired
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 What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success.
Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Recommended Skills Brokerage Business Development Communication Consulting Customer Service Diplomacy Estimated Salary: $20 to $28 per hour based on qualifications.
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