Client Relationship Specialist - Sarasota, FL
Company: Charles Schwab
Location: Sarasota
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour 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'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: Charles Schwab - Investor Services What you
have We place a premium on high performance, quality service and
the ability to execute the Schwab strategy. Essential skills
include: Bachelor's degree or equivalent work related experience A
valid and active Series 7 license is required (may be obtained
under a condition of employment) A valid and active Series 63
license is required (may be obtained under a condition of
employment) Notary preferred Minimum 12 months in a client service
industry Basic understanding of brokerage regulations and rules
that govern client accounts Demonstrated experience handling client
concerns and issues 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 Need be able to
build and maintain good cross enterprise working relationships
What's in it for you At Schwab, we're committed to empowering our
employees' personal and professional success. Our purpose-driven,
supportive culture, and focus on your development means you'll get
the tools you need to make a positive difference in the finance
industry. We offer a competitive benefits package that takes care
of the whole you - both today and in the future: 401(k) with
company match and Employee stock purchase plan Paid time for
vacation, volunteering, and 28-day sabbatical after every 5 years
of service for eligible positions Paid parental leave and family
building benefits Tuition reimbursement Health, dental, and vision
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Keywords: Charles Schwab, Port Charlotte , Client Relationship Specialist - Sarasota, FL, Other , Sarasota, Florida
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