Client Relationship Specialist - Plano, TX at Charles Schwab

Position Type: RegularYour 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 haveWe 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 experienceA 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 preferredMinimum 12 months in a client service industry Basic understanding of brokerage regulations and rules that govern client accountsDemonstrated experience handling client concerns and issues 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 simultaneouslyNeed be able to build and maintain good cross enterprise working relationshipsWhat’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance