Sr Client Relationship Specialist - Portland, OR

Your opportunity

At Schwab,you’reempowered 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.

Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.Our Senior Client Relationship Specialist will pursue this mission throughdemonstratingthe ability to consistently handle client complaints and providing a resolution that meets the needs/wants of the client, thebranch, and the company. 

What you have

Required Qualifications:

• Active and valid FINRA Series 7 and 63 licensesrequired

• Active and valid FINRA Series 9/10 license isrequired

• Understanding of the financial services industry and/or securities industry

• 2+ years in a client servicecapacity

Preferred Qualifications:

• Bachelor's degree or equivalentwork-relatedexperience 

• Notarypreferred 

• Solid understanding of regulatory and compliance policies associated with brokeragebusiness 

• Demonstrated experience handling client concerns and issues with tact anddiplomacy 

• Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover clientneeds  

• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

• Effective time management skills, with the ability to prioritize issues and invest time whereappropriate 

• Outstanding written and oral communication skills

• Need to be able to build andmaintaingood cross-enterprise working relationships