Client Relationship Specialist- Santa Monica, CA
Company: The Charles Schwab Corporation
Location: Santa Monica
Posted on: June 17, 2022
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Job Description:
Your OpportunityOur 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 atBuilding 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 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 people.--- -What you haveWe 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 -Job SummaryRequisition
ID: 2022-78679Posted Date: 3 weeks ago(5/20/2022 12:11 PM)Category:
Retail BranchPosition Type: Full time
Keywords: The Charles Schwab Corporation, Santa Monica , Client Relationship Specialist- Santa Monica, CA, Other , Santa Monica, California
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