Client Relationship Specialist - Jackson, MS

Company: Careerbuilder-US
Location: Brandon
Posted on: January 23, 2023

Job Description:

Position Type: Regular Your OpportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for 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.To read more about our client offerings visit: Charles Schwab - Investor ServicesWhat you are good atBuilding 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 experienceAssisting the Branch Manager and sales staff with meeting our client's needsWe are looking for people with a passion for helping clients. You will be responsible for:Receiving checks and or security deposits, check disbursements and new account processingActively uncovering additional business development opportunitiesScheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultationWe 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.To learn more about the culture at Schwab, click here to meet our people .What you haveWe place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential 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 licenses1 year of Client/Customer Service experience preferredDemonstrated experience handling client needs with tact and diplomacyOutstanding written and oral communication skillsAbility to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyAbility to manage multiple client situations, needs and inquiries simultaneouslyAbility to build and maintain good cross-enterprise working relationshipsBasic understanding of brokerage regulations and rules that govern client accounts preferredMay be asked to become a NotaryWhy work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Careerbuilder-US, Jackson , Client Relationship Specialist - Jackson, MS, Other , Brandon, Mississippi