Client Relationship Specialist - Arcadia, CA

Charles Schwab • Arcadia, CA

395d

About The Position

As a Client Relationship Specialist (CRS) at Schwab, you will play a vital role in enhancing client experiences and supporting the operational success of the local branch. This position emphasizes customer service and offers a clear growth path within the financial services industry, with opportunities for professional development and licensing support.

Requirements

• 1+ years of Client/Customer Service experience.
• Outstanding written and oral communication skills.
• Ability to handle client needs with tact and diplomacy.
• Experience working independently and effectively as part of a team.

Nice To Haves

• Previous experience in Financial Services/Wealth Management or a closely related industry.
• Basic understanding of brokerage regulations and rules that govern client accounts.
• Willingness to become a Notary.

Responsibilities

• Assist the Client Relationship Manager and Branch Manager in delivering exceptional client experiences.
• Handle client needs with tact and diplomacy.
• Build and maintain strong cross-enterprise working relationships.
• Manage multiple tasks and responsibilities effectively, both independently and as part of a team.

Benefits

• Support for obtaining Series 7 and 63/66 licenses.
• Opportunities for professional development and growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed