Position Details
About this role
Charles Schwab is seeking a Client Relationship Specialist (CRS) for the Woodbury, MN area. The CRS role centers on delivering exceptional client experience through strong customer service and support of branch operations, with growth opportunities and potential support to pursue Series 7 and Series 63/66 licensing.
Key Responsibilities
- Support branch operational success under branch leadership
- Deliver an unparalleled client experience
- Provide strong customer service to clients
- Contribute to development and growth within the branch network
- Pursue Series 7 and Series 63/66 licensing with Schwab support if aligned
Technical Overview
This posting is primarily customer-facing and not technical. The scope is centered on client relationship support and branch operational success in financial services.
Ideal Candidate
The ideal candidate is an entry-level, customer service-focused professional seeking to support client relationships at a local Charles Schwab branch in Woodbury, MN. They should prioritize client experience, be comfortable working with branch leadership, and be open to obtaining Series 7 and Series 63/66 licensing if aligned with 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 provide strong customer service and client experience focus
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