Client Relationship Specialist
| Company | Charles Schwab |
|---|---|
| Location | Westlake, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- Understanding of the financial services industry and securities industry
- 2+ years in a client service capacity
Responsibilities
- Delivering unparalleled value, excellent service and providing a positive client experience
- Managing a case queue which include service & research requests that range from simple to complex with varying urgency levels
- Firm understanding of regulatory and compliance policies associated with brokerage business and risk mitigation in day-to-day job function
- Collaborating with other Client Relationship Specialists to support the goals of the enterprise
- Scheduling clients with a consultant for further consultation
- Uncovering additional business development opportunities through various avenues
- Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives
- Utilizing business partners and resources to drive scale within our business model
- Handling client escalations and issues with tact and diplomacy
Preferred Qualifications
- Active and valid FINRA Series 7 and 63 licenses