Client Relationship Specialist - Orland Park, IL

Charles Schwab • Orland Park, IL

397d

About The Position

The Client Relationship Specialist (CRS) at Schwab is a pivotal role focused on delivering exceptional customer service and operational success within a local branch. This position offers a clear growth path in the financial services industry, allowing individuals to develop their expertise while assisting the Client Relationship Manager and Branch Manager. The role emphasizes personal development and provides support for obtaining necessary licenses, making it an ideal entry point for those looking to build a career in finance.

Requirements

• 1+ years of Client/Customer Service experience.
• Outstanding written and oral communication skills.
• Ability to work independently and effectively as part of a team.
• Basic understanding of brokerage regulations and rules that govern client accounts.

Nice To Haves

• Previous experience in Financial Services/Wealth Management or a closely related industry.
• Licensing in Series 7 and 63/66 (preferred but not required).
• Ability 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.
• Manage multiple tasks and responsibilities simultaneously.
• Support clients with inquiries and provide solutions to their needs.

Benefits

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

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