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Client Relationship Specialist - Vancouver, WA

Charles Schwab
Posted 2 days ago, valid for a year
Location

Vancouver, WA 98663, US

Salary

$48,000 - $57,600 per annum

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Contract type

Full Time

Health Insurance
Tuition Reimbursement

By applying, a Charles Schwab account will be created for you. Charles Schwab's will apply.

Sonic Summary

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  • The Client Relationship Specialist (CRS) position at Schwab is a regular role focused on delivering exceptional customer service in the financial services industry.
  • Candidates are required to have at least 1 year of client or customer service experience, while previous financial services experience is preferred.
  • This role offers a clear growth path and the opportunity to obtain Series 7 and 63/66 licenses, although they are not mandatory.
  • Schwab provides a competitive benefits package, including a 401(k) with company match, paid time off, and tuition reimbursement.
  • This position is ideal for individuals looking to develop their careers in a supportive environment that values innovation and personal growth.
Position Type: Regular

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 experience  

 

 

Preferred 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




Learn more about this Employer on their Career Site

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By applying, a Charles Schwab account will be created for you. Charles Schwab's will apply.