Client Relationship Specialist - Newport Beach, CA

Company: Charles Schwab
Location: Newport Beach
Posted on: March 17, 2023

Job Description:

Position Type: Regular
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'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 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:

• 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.
    
    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 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.
          
          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, Newport Beach , Client Relationship Specialist - Newport Beach, CA, Other , Newport Beach, California