Client Relationship Specialist IA
Company: Charles Schwab
Location: Ankeny
Posted on: April 17, 2024
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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
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
Keywords: Charles Schwab, Des Moines , Client Relationship Specialist IA, Other , Ankeny, Iowa
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