Sr. Client Relationship Specialist - Bend, OR

Charles Schwab • Eugene, OR

101d

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. Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. Our Senior Client Relationship Specialist will pursue this mission through demonstrating the ability to consistently handle client complaints and providing a resolution that meets the needs/wants of the client, the branch, and the company.

Requirements

• Active and valid FINRA Series 7 and 63 licenses required
• Active and valid FINRA Series 9/10 license is required
• Understanding of the financial services industry and/or securities industry
• 2+ years in a client service capacity

Nice To Haves

• Bachelor's degree or equivalent work-related experience
• Notary preferred
• Solid understanding of regulatory and compliance policies associated with brokerage business
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Demonstrated passion for building strong, personal relationships with clients and the ability to uncover client needs
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Effective time management skills, with the ability to prioritize issues and invest time where appropriate
• Outstanding written and oral communication skills
• Need to be able to build and maintain good cross-enterprise working relationships.

Responsibilities

• Handle client complaints and provide resolutions that meet the needs of clients, the branch, and the company.
• Provide advice and counsel to individuals and families regarding their financial needs.
• Assist clients with retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

What This Job Offers

• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree