The Financial Solutions Branch (FSB) is a segment of the Workplace & Centralized Solutions (WCS) organization within Retail Experience & Specialized Relationships of Investor Services. FSB engages Mass Affluent clients ($500K-$1M) through dedicated relationships, provides a full wealth management experience, and introduces clients to additional Schwab services as their needs evolve.
As a Client Relationship Specialist (CRS), you will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, FSB, and the company.
This position will require 4 days (Monday through Thursday) in the office for the first 6 months. Upon successful completion of the probationary period, it will shift to follow the standard Schwab Workplace Flexibility program.
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.
What you are good at:
Building strong, personal relationships with our clients is a key component of our business strategy.
Our Client Relationship Specialist will pursue this mission through:
Delivering unparalleled value, excellent service and providing a positive client experienceManaging a case queue which include service & research requests that range from simple to complex with varying urgency levelsFirm understanding of regulatory and compliance policies associated with brokerage business and risk mitigation in day-to-day job function Collaborating with other Client Relationship Specialists to support the goals of the enterpriseScheduling clients with a consultant for further consultationUncovering additional business development opportunities through various avenuesResearching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectivesUtilizing business partners and resources to drive scale within our business modelHandling client escalations and issues with tact and diplomacyWhat you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Ability to adapt to changes in the market and business Strong professional written and oral communication skills in addition to attention to detailRobust communication, influencing and client engagement skillsAbility to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyBuilding and fostering good cross enterprise working relationshipsAbility to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordinglyEffective time management skills, with the ability to prioritize issues and invest time where appropriate
Required Qualifications:
Understanding of the financial services industry and securities industry 2+ years in a client service capacityPreferred Qualifications
Active and valid FINRA Series 7 and 63 licenses Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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