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Charles Schwab & Co., Inc Job Title
Client Relationship Specialist - Richmond, VA

Charles Schwab & Co., Inc

Job Description
Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it\u2019s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.     To read more about our client offerings visit: Charles Schwab - Investor Services  What you are good at Building strong, personal relationships with our clients is a key component of our business strategy.    Our Client Relationship Specialists will pursue this mission through:\u202f    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 a part 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 meet our people.\u202f  What you have We 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 

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Richmond, VA

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Postal code: 23233

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