Client Relationship Specialist - National Branch Central Division
Company: Charles Schwab
Location: Commerce City
Posted on: January 27, 2023
Position Type: Regular
Our National Branch is part of the broader branch network within
the Investor Services organization. We have a unique opportunity to
assist clients who don't live within close proximity to a physical
branch. We also cater to clients who prefer to conduct business
over the phone, as meetings are held either on the phone or by
video conference technology. Our primary responsibility is to help
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
To learn more about our client offerings visit: Charles Schwab -
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
- Greeting our clients and prospects as they arrive at the
- 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
- 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 apart of a firm that truly values your
contributions, consider a career at Charles Schwab.
To learn more about the culture at Schwab, click here to meet our
What you have
We place a premium on high performance, quality service and the
ability to execute the Schwab strategy. Essential skills include:
- While licensing is preferred, it is not required for this role,
Charles Schwab will support employees in this role in obtaining
and/or holding the Series 7 and 63/66 licenses
- 1 year of Client/Customer Service experience preferred
- Demonstrated experience handling client needs with tact and
- Outstanding written and oral communication skills
- Ability to work independently and effectively as part of a
team, while handling multiple tasks and responsibilities
- Ability to manage multiple client situations, needs and
- Ability to build and maintain good cross-enterprise working
- Basic understanding of brokerage regulations and rules that
govern client accounts preferred
- May be asked to become a Notary In addition to the salary
range, this role is also eligible for bonus or incentive
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. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Commerce City , Client Relationship Specialist - National Branch Central Division, Other , Commerce City, Colorado
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