Sr Client Relationship Specialist, Private Wealth Services

Position Type: Regular
Your 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 Senior Client Relationship Specialist, you will 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. 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

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

Required Qualifications:

• Active and valid FINRA Series 7 and 63 licenses required
• Active and valid FINRA Series 9/10 license is required
• Understanding of the financial services industry and/or securities industry
• 2 years in a client service capacity

Preferred Qualifications:

• Bachelor’s degree or equivalent work-related experience
• Notary preferred
• Solid understanding of regulatory and compliance policies associated with brokerage business
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Effective time management skills, with the ability to prioritize issues and invest time where appropriate
• Outstanding written and oral communication skills
• Need to be able to build and maintain good cross-enterprise working relationships

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 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