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 itâ€™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:
What you are good at
Building strong, personal relationships with our clients is a key component of our business strategy.
Our Client Relationship Specialists will pursue this mission through:
- Greeting our clients and prospects as they arrive at the branch
- Delivering unparalleled value, excellent service and providing a positive client experience
- Assisting the Branch Manager and sales staff with meeting our client's needs
- Receiving checks and or security deposits, check disbursements and new account processing
- Actively uncovering additional business development opportunities
- Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation
If you want to be apart of a firm that truly values your contributions, consider a career at Charles Schwab.
To learn more about the culture at Schwab, click here to
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- 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)
- Notary preferred
- Minimum 12 months in a client service industry
- Basic understanding of brokerage regulations and rules that govern client accounts
- Demonstrated experience handling client concerns and issues with tact and diplomacy
- Outstanding written and oral communication skills
- Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to manage multiple client situations, needs and inquiries simultaneously
- Need be able to build and maintain good cross enterprise working relationships
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