Client Relationship Specialist - Santa Monica, CA

Company: Charles Schwab
Location: Santa Monica
Posted on: May 25, 2023

Job Description:

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:


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 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

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.


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.

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