Client Relationship Specialist - Jackson, MS
Company: Careerbuilder-US
Location: Brandon
Posted on: January 23, 2023
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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
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