Client Relationship Specialist, International Branch
About The Position
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 an International Client Relationship Specialist (CRS), you have the opportunity to bring your passion for operations and 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 the International branches, under the guidance of a Branch Manager, who you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. Within International Services, 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.
Requirements
- 2+ years of Client/Customer Service experience
- 2+ years working with International clients
- Bilingual in Spanish/English
Nice To Haves
- Familiarity with International jurisdictions, Schwab’s Cross-Border Initiatives (CBIT), and/or non-US entity accounts including offshore corporations.
- 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
Responsibilities
- Play a critical role in the operational success of the International branches.
- Assist the Branch Manager to help deliver an unparalleled client experience.
- Work with clients, expand knowledge, and build a life-long career in the financial services industry.
Benefits
- Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals.
- Eligible for bonus or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
