Your Opportunity

　　At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

　　As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

　　What you have

　　Required Qualifications:

　　1+ years of Client/Customer Service experiencePreferred Qualifications:

　　Previous experience in Financial Services/Wealth Management and/or closely related industry.

　　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

　　Ability to handle client needs with tact and diplomacy

　　Outstanding written and oral communication skills

　　Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

　　Ability to build and maintain good cross-enterprise working relationships

　　Basic understanding of brokerage regulations and rules that govern client accounts

　　May be asked to become a Notary

　　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 insurance

　　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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

　　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 insurance

　　Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 [email protected] or call 800-275-1281.