Your opportunity

Our branch network is part of the broader Investor Services organization within our active trader team. Primarily responsible are but not limited to: helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities.

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 Active Trader Shwab division 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’trequired 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.

To read more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do)

What you have

What you are good a t

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialists will pursue this mission through:

• 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 clients. You will be responsible for:

• Actively uncovering additional business development opportunities

• Scheduling clients for a Financial Consultant for further consultation

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

If you want to be a part of a firm that truly values your contributions, consider a career at Charles Schwab.

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• Bachelor's degree or equivalent work related experience

• A valid and active Series 7 license is required (may be obtained under a condition of employment)

• A valid and active Series 63 license is required (may be obtained under a condition of employment)

• Notary preferred

• Must have 1 + year s of Client/Customer Service experience preferrably in the financial services industry

• Basic understanding of brokerage regulations and rules that govern client accounts

• Demonstrated experience handling client concerns and issues 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 manage multiple client situations, needs and inquiries simultaneously

• Ability to handleclient needs with tact anddiplomacy

• Need be able to build and maintain good cross enterprise working relationships

This postion can be located in the following Schwab service center locations: Austin, TX, Phoenix, AZ and Chicago, IL

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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.