Client Relationship Specialist- Irvine, CA
Company: Charles Schwab
Location: Irvine
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour 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'trequired 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. What you have 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. 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 --s-p-m1-- By applying, you consent to your
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Keywords: Charles Schwab, Apple Valley , Client Relationship Specialist- Irvine, CA, Other , Irvine, California
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