Position Details
About this role
Schwab is hiring a Client Relationship Specialist (CRS) to provide customer service and help support the operational success of a local branch. The role partners with a Client Relationship Manager and Branch Manager to deliver an excellent client experience, with growth opportunities and support to pursue Series 7 and Series 63/66 licensing.
Key Responsibilities
- Support branch operational success under the Client Relationship Manager and Branch Manager
- Deliver an unparalleled client experience
- Apply passion for customer service
- Contribute to development and growth in the branch network
- Pursue licensing in Series 7 and 63/66 with Schwab support if aligned
Technical Overview
This is not a technical role. The focus is on client service and branch operational support within the financial services industry.
Ideal Candidate
The ideal candidate is an entry-level customer service professional interested in building a career in financial services as a Client Relationship Specialist (CRS). They should be client-focused, able to support branch operations, and comfortable working under the guidance of a Client Relationship Manager and Branch Manager while pursuing licensing such as Series 7 and Series 63/66 if needed.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to obtain Series 7 and Series 63/66 licensing if aligned with career goals (Schwab support mentioned), Must provide strong customer service and client experience focus
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