Client Relationship Specialist - Sugarland, TX at Charles Schwab (Houston, TX)

| Houston, TX
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Your Opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you are good at
Building strong, personal relationships with our clients is a key component of our business strategy.
Our Client Relationship Specialists will pursue this mission through:

  • Delivering unparalleled value, excellent service and providing a positive client experience
  • Assisting the Branch Manager and sales staff with meeting our client's needs

We are looking for people with a passion for helping clients. You will be responsible for:

  • Receiving checks and or security deposits, check disbursements and new account processing
  • Actively uncovering additional business development opportunities
  • Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

If you want to be a part of a firm that truly values your contributions, consider a career at Charles Schwab.

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

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 63 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • 1 year of Client/Customer Service experience preferred
  • Demonstrated experience handling client needs with tact and diplomacy
  • Outstanding written and oral communication skills
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • Ability to manage multiple client situations, needs and inquiries simultaneously
  • Ability to build and maintain good cross-enterprise working relationships
  • Basic understanding of brokerage regulations and rules that govern client accounts preferred
  • May be asked to become a Notary
More Information on Charles Schwab
Charles Schwab operates in the Fintech industry. The company is located in San Francisco, CA and Lone Tree, CO. Charles Schwab was founded in 1973. It has 22335 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 519 open jobs at Charles Schwab, click here.
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