Client Relationship Specialist - Campbell, CA

New Yesterday

Position Type: Regular Your opportunity 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’t required 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
Required Qualifications:
1 +   year s   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   work ing   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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
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Location:
Campbell
Job Type:
FullTime

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