Client Relationship Specialist - Bedford, NH NH
Company: Charles Schwab
Location: Concord
Posted on: April 25, 2024
|
|
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'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+ 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
Keywords: Charles Schwab, Somerville , Client Relationship Specialist - Bedford, NH NH, Other , Concord, Massachusetts
Click
here to apply!
|