Client Relationship Specialist - Naperville, IL

About the role

Our 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 Services

Requirements

• Bachelor's degree or equivalent work related experience
• A 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 preferred
• Minimum 12 months in a client service industry
• Basic understanding of brokerage regulations and rules that govern client accounts
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Outstanding written and oral communication skills
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Need be able to build and maintain good cross enterprise working relationships

Benefits

• 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