Position Details
About this role
Schwab is hiring a Client Relationship Specialist (CRS) for Bridgewater, NJ to support the operational success of a local branch. The role emphasizes exceptional client experience through strong customer service, with development and growth opportunities and support to become licensed in Series 7 and 63/66.
Key Responsibilities
- Support branch operational success under the Client Relationship Manager and Branch Manager
- Deliver an unparalleled client experience
- Apply passion for customer service to client interactions
- Engage in ongoing development and growth within the branch network
- Pursue Series 7 and Series 63/66 licensing with Schwab support if aligned
Technical Overview
This is a non-technical, client-facing role. The focus is on supporting branch operations and delivering an exceptional client experience in the financial services industry.
Ideal Candidate
The ideal candidate is an entry-level customer service professional ready to support a Schwab branch as a Client Relationship Specialist (CRS). They are client-experience focused, comfortable collaborating with a Client Relationship Manager and Branch Manager, and willing to pursue Series 7 and Series 63/66 licensing with Schwab support if it fits their career goals.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to pursue Series 7 and Series 63/66 licensing with Schwab support if aligned with career goals, Must demonstrate strong customer service and client experience orientation
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