Position Details
About this role
The Client Relationship Specialist (CRS) role supports a Schwab branch by applying a passion for customer service to create an exceptional client experience. The position provides a growth path and may include support to become licensed for Series 7 and Series 63/66.
Key Responsibilities
- Support operational success of the local Schwab branch
- Assist the Client Relationship Manager and Branch Manager
- Deliver an unparalleled client experience
- Develop and grow expertise within the branch network
- Work toward becoming licensed in Series 7 and Series 63/66 if aligned with career goals
Technical Overview
This is a non-technical client-facing role in the banking/financial services domain. The posting references licensing for securities exams (Series 7 and Series 63/66) but does not describe specific software systems.
Ideal Candidate
The ideal candidate is an entry-level, client-focused professional with a strong customer service mindset and a willingness to learn within a financial services branch environment. They are comfortable supporting operational success and delivering an exceptional client experience, with the ability to pursue licensing for Series 7 and Series 63/66 as supported by the employer.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Preferred
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be unwilling/unable to pursue Series 7 and Series 63/66 licensing (if required by career goals/support program)
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