Skip to Main Content

Job Title


Client Relationship Specialist - Sacramento, CA


Company : Charles Schwab


Location : Sacramento, CA


Created : 2020-03-14


Job Type : Full Time


Job Description

Description: Ignite your future: 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 ServicesUnleash your talents: what you're good at - You Building strong, personal relationships with our clients is a key component of our business strategy.Our Client Relationship Specialists will pursue this mission through:Greeting our clients and prospects as they arrive at the branchDelivering unparalleled value, excellent service and providing a positive client experienceAssisting the Branch Manager and sales staff with meeting our client's needsWe 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 processingActively uncovering additional business development opportunitiesScheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultationWe 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.Engage your expertise: what you'll have - We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:Bachelor's degree or equivalent work related experienceA valid and active Series 7 license is required (may be obtained under a condition of employment)A valid and active Series 63 license is required (may be obtained under a condition of employment)Notary preferredMinimum 12 months in a client service industryBasic understanding of brokerage regulations and rules that govern client accountsDemonstrated experience handling client concerns and issues with tact and diplomacyOutstanding written and oral communication skillsAbility to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyAbility to manage multiple client situations, needs and inquiries simultaneouslyNeed be able to build and maintain good cross enterprise working relationshipsWhy Schwab?At Schwab, "Own Your Tomorrow" embodies everything we do. We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, crafting a better, more modern way to build and manage wealth. We're a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees: What's it like to work at Schwab?The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment 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 also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.  Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spokenCurrent Licenses / Certifications:FINRA Series 63, FINRA Series 7Relevant Work Experience:Banking-2-5 yrs, Financial Services-2-5 yrs, Brokerage Operations-2-5 yrs, Customer Service-2-5 yrsPosition Located In:CA - SacramentoEducation:HS/GEDJob Type:Full Time Category:Customer Service/Client Service Activation Date: Wednesday, June 19, 2019 Expiration Date: Thursday, July 11, 2019 Apply Here