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Client Relationship Specialist- Carlsbad, CA - job 1 of 2

Position Type: Regular Your opportunityAt 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't required 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, th is may be the opportunity for you.What you have1 + year s of Client/Customer Service experiencePreferred 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 work ing 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 NotaryWhat's in it for youAt 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 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

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$50000 / YEARLY (est.)

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$40000K

$60000K

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What You Should Know About Client Relationship Specialist- Carlsbad, CA, Charles Schwab

Join Schwab as a Client Relationship Specialist in beautiful Carlsbad, CA, and embrace an exciting opportunity where your passion for customer service meets the world of finance! In this role, you'll become an essential part of our local branch, working hand-in-hand with both your Client Relationship Manager and Branch Manager. With their guidance, you will not only assist in providing an unparalleled client experience but also play a vital role in the operational success of the branch. Here at Schwab, we pride ourselves on innovation and creative problem-solving, and you will be empowered to make a genuine impact on your career path. With over a year of customer service experience and a desire to build relationships, this role is a perfect fit for anyone looking to enter the financial services arena. While you won't need specific licenses at the outset, we fully support you in obtaining your Series 7 and 63/66 licenses if it aligns with your career ambitions. This is your chance to learn, grow, and work alongside an amazing team while providing valuable service to our clients. Experience a supportive culture, outstanding benefits, including a 401(k) matching program, paid time for volunteering, and tuition reimbursement, all while carving a fulfilling career in finance. Step into a role where your enthusiasm and dedication are celebrated, and your professional development is a top priority. Come make a difference with Schwab!

Frequently Asked Questions (FAQs) for Client Relationship Specialist- Carlsbad, CA Role at Charles Schwab

What are the responsibilities of a Client Relationship Specialist at Schwab in Carlsbad?

As a Client Relationship Specialist at Schwab in Carlsbad, your primary responsibilities will include assisting the Client Relationship Manager and Branch Manager to ensure an exceptional client experience. You'll handle client inquiries, provide information on services, ensure the operational success of the branch, and collaborate with team members to meet client needs effectively. Your role will significantly contribute to client satisfaction and retention.