Client Relationship Specialist - Indianapolis, IN (Downtown)
Charles Schwab Inc.•Indianapolis, IN
•$22 - $42•Onsite
About The Position
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services
Requirements
- Bachelor's degree or equivalent work related experience
- A valid and active Series 7 license is required (may be obtained under a condition of employment)
- A valid and active Series 63 license is required (may be obtained under a condition of employment)
- Minimum 12 months in a client service industry
- Basic understanding of brokerage regulations and rules that govern client accounts
- Outstanding written and oral communication skills
- Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Nice To Haves
- Notary preferred
Responsibilities
- Handling client concerns and issues with tact and diplomacy
- Building and maintaining good cross enterprise working relationships
- Managing multiple client situations, needs and inquiries simultaneously
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
