Client Relationship Specialist - Phoenix, AZ (Financial Solutions Branch)

About the position

The Client Relationship Specialist (CRS) at Charles Schwab plays a crucial role in providing dedicated relationship management to mass affluent retail investors. This position focuses on delivering exceptional client service through effective communication, problem-solving, and collaboration with financial consultants. The CRS is responsible for managing client inquiries, resolving escalations, and identifying business development opportunities while adhering to regulatory compliance standards.

Responsibilities

• Deliver unparalleled value and excellent service to clients.
• Manage a case queue that includes service and research requests of varying complexity and urgency.
• Schedule clients with Financial Consultants for further consultation.
• Uncover additional business development opportunities through various avenues.
• Maintain a firm understanding of regulatory and compliance policies associated with brokerage business.
• Research and resolve operational inefficiencies, identifying areas for improvement.
• Utilize business partners and resources to drive scale within the business model.
• Collaborate with other Client Relationship Specialists to support enterprise goals.
• Handle client escalations and issues with tact and diplomacy.

Requirements

• Understanding of the financial services industry and securities industry.
• 2+ years in a client service capacity.
• Active and valid FINRA Series 7 and 63 licenses (preferred).
• Effective time management skills with the ability to prioritize issues.
• Ability to work independently and as part of a team while managing multiple tasks.
• Strong written and oral communication skills with attention to detail.

Benefits

• 401(k) with company match
• Employee stock purchase plan
• Paid time for vacation
• Volunteering time
• 28-day sabbatical after every 5 years of service
• Paid parental leave
• Tuition reimbursement
• Health insurance
• Dental insurance
• Vision insurance