? (Urgent) Client Relationship Specialist – Hingham, MA Position Available In Worcester, Massachusetts

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Company:
Charles Schwab
Salary:
JobFull-timeOnsite

Job Description

Job Description:
Position Type:

Regular Your opportunity At Schwab, you’reempowered to make an impact on your career. Here, innovativethought meets creative problem solving, helping us “challenge thestatus quo” and transform the finance industry together. As aClient Relationship Specialist (CRS), you have the opportunity tobring your passion for customer service to a role and a firm thatwill champion your growth in the financial services industry.

You’ll play a critical role in the operational success of thislocal Schwab branch, under the guidance of your Client RelationshipManager and Branch Manager, both of whom you will assist to helpdeliver an unparalleled client experience. Development and growthare at the core of this role. In the Branch Network at Schwab, youhave both a clear growth path as well as endless opportunities tochallenge yourself and deepen your expertise. Although licensingisn’t required for the role, Schwab will support you to becomelicensed in the Series 7 and 63/66 if that is in line with yourcareer goals. If you are looking for a step into the financialservices industry that allows you to work with clients, expand yourknowledge, and build a life-long career, this may be theopportunity for you. What you have

Required Qualifications:
  • 1years of Client/Customer Service experience
PreferredQualifications:
  • Previous experience in Financial Services/WealthManagement and/or closely related industry.
  • While licensing ispreferred, it is not required for this role, Charles Schwab willsupport employees in this role in obtaining and/or holding theSeries 7 and 63/66 licenses
  • Ability to handle client needs withtact and diplomacy
  • Outstanding written and oral communicationskills
  • Experience working independently and effectively as partof a team, while handling multiple tasks and responsibilitiessimultaneously
  • Ability to build and maintain goodcross-enterprise working relationships
  • Basic understanding ofbrokerage regulations and rules that govern client accounts
  • Maybe asked to become a Notary What’s in it for you At Schwab, we’recommitted to empowering our employees’ personal and professionalsuccess. Our purpose-driven, supportive culture, and focus on yourdevelopment means you’ll get the tools you need to make a positivedifference in the finance industry. We offer a competitive benefitspackage that takes care of the whole you
  • both today and in thefuture:
  • 401(k) with company match and Employee stock purchaseplan
  • Paid time for vacation, volunteering, and 28-day sabbaticalafter every 5 years of service for eligible positions
  • Paidparental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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