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Client Relationship Specialist - Palm Beach, FL | West Palm Beach, FL, USA

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Client Relationship Specialist - Palm Beach, FLPosition 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, this may be the opportunity for you. What you haveRequired Qualifications:• 1+ years 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 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 NotaryIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’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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What You Should Know About Client Relationship Specialist - Palm Beach, FL | West Palm Beach, FL, USA, Charles Schwab

As a Client Relationship Specialist at Charles Schwab in sunny West Palm Beach, FL, you're stepping into a dynamic role that blends customer service with the exciting world of finance. This position empowers you to make a significant impact on client experiences while enjoying the support of a dedicated team. You'll work closely with the Client Relationship Manager and Branch Manager, playing a crucial part in delivering top-notch service to our valued clients. At Schwab, we believe in nurturing talent, and this role provides a clear growth path to advance your career in the financial services industry. You’ll have opportunities to deepen your expertise and build your knowledge, and though licensing is preferred, it’s not required initially. If you possess at least one year of customer service experience, a knack for communication, and the ability to juggle multiple responsibilities, you might just be the perfect fit for our team. We're not just looking for skills; we desire individuals who can cultivate positive working relationships and navigate client needs with diplomacy. Here at Schwab, we offer a supportive culture that champions your personal and professional success. From competitive salary packages and generous benefits to a commitment to your development, we're invested in your future while you help us transform the finance industry together.

Frequently Asked Questions (FAQs) for Client Relationship Specialist - Palm Beach, FL | West Palm Beach, FL, USA Role at Charles Schwab

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

As a Client Relationship Specialist at Charles Schwab, you’ll be responsible for ensuring an exceptional client experience by assisting clients with their financial needs, preparing reports, and supporting the client management team. This role involves directly engaging with clients, building strong relationships, and addressing inquiries while promoting Schwab’s products and services.