Client Relationship Specialist- Phoenix, AZ (Schwab Peak)

Your opportunity

The Financial Solutions Branch (FSB) is a segment of the Workplace & Centralized Solutions (WCS) organization within Retail Experience & Specialized Relationships of Investor Services. FSB engages Mass Affluent clients ($500K-$1M) through dedicated relationships, provides a full wealth management experience, and introduces clients to additional Schwab services as their needs evolve.

As a Client Relationship Specialist (CRS), you will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, FSB, and the company.

This position will require 4 days (Monday through Thursday) in the office for the first 6 months. Upon successful completion of the probationary period, it will shift to follow the standard Schwab Workplace Flexibility program.

We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.

What you are good at:

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialist will pursue this mission through:

• Delivering unparalleled value, excellent service and providing a positive client experience
• Managing a case queue which include service & research requests that range from simple to complex with varying urgency levels
• Firm understanding of regulatory and compliance policies associated with brokerage business and risk mitigation in day-to-day job function
• Collaborating with other Client Relationship Specialists to support the goals of the enterprise
• Scheduling clients with a consultant for further consultation
• Uncovering additional business development opportunities through various avenues
• Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives
• Utilizing business partners and resources to drive scale within our business model
• Handling client escalations and issues with tact and diplomacy   

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• Ability to adapt to changes in the market and business
• Strong professional written and oral communication skills in addition to attention to detail

• Robust communication, influencing and client engagement skills

• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Building and fostering good cross enterprise working relationships
• Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly

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

Required Qualifications:  

• Understanding of the financial services industry and securities industry 
• 2+ years in a client service capacity

Preferred Qualifications

• Active and valid FINRA Series 7 and 63 licenses