Client Relationship Specialist - Menlo Park, CA

Charles Schwab • Menlo Park, CA

446d • $64,000 - $74,000

About The Position

As a Client Relationship Specialist (CRS) at Charles Schwab, you will play a vital role in delivering exceptional customer service and operational success within the local branch. This position offers a clear growth path in the financial services industry, with opportunities to expand your knowledge and skills. You will work closely with the Client Relationship Manager and Branch Manager to enhance the client experience, and while licensing is not required, Schwab supports employees in obtaining necessary licenses to further their careers.

Requirements

• 1+ years of Client/Customer Service experience.
• Outstanding written and oral communication skills.
• Ability to handle client needs with tact and diplomacy.
• Basic understanding of brokerage regulations and rules that govern client accounts.

Nice To Haves

• Previous experience in Financial Services/Wealth Management and/or closely related industry.
• Ability to build and maintain good cross-enterprise working relationships.
• May be asked to become a Notary.

Responsibilities

• Assist the Client Relationship Manager and Branch Manager in delivering an unparalleled client experience.
• Handle client needs with tact and diplomacy.
• Build and maintain good cross-enterprise working relationships.
• Work independently and effectively as part of a team, managing multiple tasks and responsibilities simultaneously.

Benefits

• 401(k) with company match
• 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

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
• Number of Employees: 5,001-10,000 employees