Client Relationship Specialist - Fort Lauderdale, FL
Company: Charles Schwab
Location: Fort Lauderdale
Posted on: October 10, 2024
|
|
Job Description:
Position Type: RegularYour opportunity 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. As a
Client Relationship Specialist (CRS), you have the opportunity to
bring your passion for customer service to a role and a firm that
will champion your growth in the financial services industry.You'll
play a critical role in the operational success of this local
Schwab branch, under the guidance of your Client Relationship
Manager and Branch Manager, both of whom you will assist to help
deliver an unparalleled client experience. Development and growth
are at the core of this role. In the Branch Network at Schwab, you
have both a clear growth path as well as endless opportunities to
challenge yourself and deepen your expertise. Although licensing
isn'trequired for the role, Schwab will support you to become
licensed in the Series 7 and 63/66 if that is in line with your
career goals. If you are looking for a step into the financial
services industry that allows you to work with clients, expand your
knowledge, and build a life-long career, this may be the
opportunity for you. What you have Required Qualifications: 1+
years of Client/Customer Service experience Preferred
Qualifications: Previous experience in Financial Services/Wealth
Management and/or closely related industry. While licensing is
preferred, it is not required for this role, Charles Schwab will
support employees in this role in obtaining and/or holding the
Series 7 and 63/66 licenses Ability to handle client needs with
tact and diplomacy Outstanding written and oral communication
skills Experience working independently and effectively as part of
a team, while handling multiple tasks and responsibilities
simultaneously Ability to build and maintain good cross-enterprise
working relationships Basic understanding of brokerage regulations
and rules that govern client accounts May be asked to become a
Notary In addition to the salary range, this role is also eligible
for bonus or incentive opportunities. What's in it for you At
Schwab, we're committed to empowering our employees' personal and
professional success. Our purpose-driven, supportive culture, and
focus on your development means you'll get the tools you need to
make a positive difference in the finance industry. We offer a
competitive benefits package that takes care of the whole you -
both today and in the future: 401(k) with company match and
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 --s-p-m1-- By
applying, you consent to your information being transmitted by
Monster to the Employer, as data controller, through the Employer's
data processor SonicJobs. See SonicJobs Privacy Policy at
https://www.sonicjobs.com/us/privacy-policy and Terms of Use at
https://www.sonicjobs.com/us/terms-conditions
Keywords: Charles Schwab, Oakland Park , Client Relationship Specialist - Fort Lauderdale, FL, Other , Fort Lauderdale, Florida
Click
here to apply!
|