Client Relationship Specialist - Albany, NY
Position Type:
Regular Your opportunity At Schwab, you're empowered to make an impact on your careerHere, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry togetherAs 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 industryYou'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 experienceDevelopment and growth are at the core of this roleIn the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertiseAlthough 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 goalsIf 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 youWhat you have Required
Qualifications:
1 years of Client/Customer Service experience Preferred
Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industryWhile 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 successOur 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 industryWe 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 Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
Regular Your opportunity At Schwab, you're empowered to make an impact on your careerHere, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry togetherAs 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 industryYou'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 experienceDevelopment and growth are at the core of this roleIn the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertiseAlthough 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 goalsIf 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 youWhat you have Required
Qualifications:
1 years of Client/Customer Service experience Preferred
Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industryWhile 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 successOur 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 industryWe 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 Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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