Client Relationship Specialist- Ultra High Net Worth- (Newport Beach AND Bethesda Locations)

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 the Ultra High Net Worth team, 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. Schwab will support you to become licensed 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 experience preferred in financial services industry
• Understanding of the financial services industry and/or securities industry 

Preferred Qualifications:

• Active and valid FINRA Series 7 and 63 licenses
• Active FINRA Series 9/10
• Previous experience in Financial Services/Wealth Management and/or closely related industry.
• While licensing is highly preferred, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 and 9/10 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
• Become a Notary
• Able to adjust style of communication to best connect with others 
• Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team 
• Demonstrates personal resilience and a commitment to continually learn 
• Able to remain positive and focused during times of pressure, adversity, or change 
• Actively engages and helps others succeed 
• Remains flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.