Client Relationship Specialist- Ultra High Net Worth- (Newport Beach AND Bethesda Locations)

Company: Charles Schwab
Location: Newport Beach
Posted on: February 4, 2025

Job Description:

Position Type: RegularYour opportunity 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 Ultra High Net Worth team, 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. Schwab will support you to become licensed 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. What you have Required Qualifications: 1 years of Client/Customer Service experience preferred in financial services industry Understanding of the financial services industry and/or securities industry Preferred Qualifications: Active and valid FINRA Series 7 and 63 licenses highly preferred Active FINRA Series 9/10 Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is highly preferred, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 and 9/10 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 Become a Notary Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Remains flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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

Keywords: Charles Schwab, Irvine , Client Relationship Specialist- Ultra High Net Worth- (Newport Beach AND Bethesda Locations), Other , Newport Beach, California