Client Relationship Specialist - Lone Tree, CO (National Branch West)
Position Type:
Regular Your Opportunity Our National Branch is part of the broader branch network within the Investor Services organizationWe have a unique opportunity to assist clients who don't live within close proximity to a physical branchWe also cater to clients who prefer to conduct business over the phone, as meetings are held either on the phone or by video conference technologyOur primary responsibility is to help individuals and families with their financial needsWhether it's retirement planning, charitable giving, estate planning, active investing or handling banking and lending needs, Investor Services can helpTo learn more about our client offerings visit:
Charles Schwab - Investor Services What you have Building strong, personal relationships with our clients is a key component of our business strategyOur Client Relationship Specialists will pursue this mission through:
Greeting our clients and prospects as they arrive at the branch 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 clientsYou 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 environmentWe value teamwork, integrity, service, open communication, and perseveranceIf you want to be a part of a firm that truly values your contributions, consider a career at Charles SchwabWe place a premium on high performance, quality service and the ability to execute the Schwab strategyEssential 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 lead 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 Estimated Salary: $20 to $28 per hour based on qualifications.
Regular Your Opportunity Our National Branch is part of the broader branch network within the Investor Services organizationWe have a unique opportunity to assist clients who don't live within close proximity to a physical branchWe also cater to clients who prefer to conduct business over the phone, as meetings are held either on the phone or by video conference technologyOur primary responsibility is to help individuals and families with their financial needsWhether it's retirement planning, charitable giving, estate planning, active investing or handling banking and lending needs, Investor Services can helpTo learn more about our client offerings visit:
Charles Schwab - Investor Services What you have Building strong, personal relationships with our clients is a key component of our business strategyOur Client Relationship Specialists will pursue this mission through:
Greeting our clients and prospects as they arrive at the branch 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 clientsYou 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 environmentWe value teamwork, integrity, service, open communication, and perseveranceIf you want to be a part of a firm that truly values your contributions, consider a career at Charles SchwabWe place a premium on high performance, quality service and the ability to execute the Schwab strategyEssential 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 lead 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 Estimated Salary: $20 to $28 per hour based on qualifications.
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