Client Relationship Specialist - Potomac, MD
Company: Charles Schwab
Location: Potomac
Posted on: January 19, 2023
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Job Description:
Position Type: RegularYour OpportunityOur 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's 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: -What 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:--- - -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 --- -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 - -In addition to the
salary range, this role is also eligible for bonus or incentive
opportunities.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, Potomac , Client Relationship Specialist - Potomac, MD, Other , Potomac, Maryland
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