Client Relationship Specialist- Asheville, NC [Urgent Search] Position Available In Buncombe, North Carolina
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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. At Schwab, you’re empowered to make an impacton your career. Here, innovative thought meets creative problemsolving, helping us “challenge the status quo” and transform thefinance industry together. What you have
- Required Qualifications
- 1 years 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
- In addition to the salary range, thisrole is also eligible for bonus or incentive opportunities.
What’sin it for you At Schwab, we’re committed to empowering ouremployees’ personal and professional success. Our purpose-driven,supportive culture, and focus on your development means you’ll getthe tools you need to make a positive difference in the financeindustry. We offer a competitive benefits package that takes careof the whole you
- both today and in the future:
- 401(k) withcompany match and Employee stock purchase plan
- Paid time forvacation, volunteering, and 28-day sabbatical after every 5 yearsof service for eligible positions
- Paid parental leave and familybuilding benefits
- Tuition reimbursement
- Health, dental, andvision insurance