Client Relationship Specialist - National Branch San Francisco Peninsula (Phoenix, AZ)
Company: Charles Schwab
Location: Chandler
Posted on: January 19, 2023
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Job Description:
Position Type: RegularYour OpportunityOur National Branch is
part of the broader branch network within the Investor Services
organization. We have a unique opportunity to assist clients who
don't live within close proximity to a physical branch.--- We also
cater to clients who prefer to conduct business over the phone, as
meetings are held either on the phone or by video conference
technology.--- Our primary responsibility is to help individuals
and families with their financial needs.--- Whether it's retirement
planning, charitable giving, estate planning, active investing or
managing banking and lending needs, Investor Services can help. -To
learn more about our client offerings visit:--- Charles Schwab -
Investor ServicesWhat you are good atBuilding strong, personal
relationships with our clients is a key component of our business
strategy. ---- -Our Client Relationship Specialists will pursue
this mission through: - -Greeting our clients and prospects as they
arrive at the branch------ -Delivering unparalleled value,
excellent service and providing a positive client experience
-Assisting the Branch Manager and sales staff with meeting our
client's needs - -We are looking for people with a passion for
helping clients. You will be responsible for: - -Receiving checks
and or security deposits, check disbursements and new account
processing -Actively uncovering additional business development
opportunities -Scheduling clients with an Associate Financial
Consultant and/or Financial Consultant for further consultation -
-We believe that our values have helped us to build both a
successful business model and an outstanding work environment. We
value teamwork, integrity, service, open communication, and
perseverance. ---- -If you want to be apart of a firm that truly
values your contributions, consider a career at Charles Schwab.
---- -To learn more about the culture at Schwab, click here to ---
-What you haveWe place a premium on high performance, quality
service and the ability to execute the Schwab strategy. Essential
skills include: - -While licensing is preferred, it is not required
for this role, Charles Schwab will support employees in this role
in obtaining and/or holding the Series 7 and 63/66 licenses -1 year
of Client/Customer Service experience preferred -Demonstrated
experience handling client needs with tact and diplomacy -
-Outstanding written and oral communication skills - -Ability to
work independently and effectively as part of a team, while
handling multiple tasks and responsibilities simultaneously -
-Ability to manage multiple client situations, needs and inquiries
simultaneously - -Ability to build and maintain good
cross-enterprise working relationships -Basic understanding of
brokerage regulations and rules that govern client accounts
preferred -May be asked to become a Notary -Why work for us?Own
Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.Benefits: A competitive and flexible
package designed to empower you for today and tomorrow. We offer a
competitive and flexible package designed to help you make the most
of your life at work and at home-today and in the future. Explore
.Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click to see the policy. Schwab is an
affirmative action employer, focused on advancing women, racial and
ethnic minorities, veterans, and individuals with disabilities in
the workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an
Equal Opportunity Employer. At TD Ameritrade we believe People
Matter. We value diversity and believe that it goes beyond all
protected classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Chandler , Client Relationship Specialist - National Branch San Francisco Peninsula (Phoenix, AZ), Other , Chandler, Arizona
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