Position Details
About this role
This role is designed for candidates who want to step into financial services by working directly with clients and supporting branch operational success. You will collaborate with a Client Relationship Manager and Branch Manager to help deliver an outstanding client experience.
Key Responsibilities
- Bring passion for customer service to client interactions
- Support operational success of the local Schwab branch
- Assist Client Relationship Manager and Branch Manager
- Help deliver an unparalleled client experience
- Pursue Series 7 and 63/66 licensing support as needed
Technical Overview
This is a non-technical, client-facing operations role within Schwab’s local branch network. The primary compliance/lifecycle requirement involves pursuing licensing in Series 7 and Series 63/66 if aligned with career goals.
Ideal Candidate
The ideal candidate is an entry-level candidate who is passionate about customer service and delivering an exceptional client experience within a local financial services branch. They will support branch operational success under the direction of a Client Relationship Manager and Branch Manager and demonstrate strong collaboration and growth orientation. They are willing to obtain licensing (Series 7 and Series 63/66) when aligned with career goals.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Preferred
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able/willing to pursue Series 7 and 63/66 licensing if aligned with career goals
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