08 Jan

Client Relationship Specialist Washington Jobs Vacancy in Charles Schwab Washington

Position
Client Relationship Specialist Washington
Company
Charles Schwab
Location
Washington DC
Opening
08 Jan, 2018 30+ days ago

Charles Schwab Washington urgently required following position for Client Relationship Specialist Washington. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Client Relationship Specialist Washington Jobs Vacancy in Charles Schwab Washington Jobs Details:

Description:
Washington - DC, BRDCDC, 1845 K Street, N.W., 20006-1209
Denise Kathy Cannon
1207-37414

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:
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 learn more about our client offerings visit: Charles Schwab - Investor Services

What you’ll do:
Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialists will pursue this mission through:

Greeting our clients and prospects as they arrive at the branch

Delivering unparalleled value, outstanding service and providing a positive client experience

Assisting the Branch Manager and sales staff with meeting our client's needs

We are looking for people with a passion for helping clients. You will be responsible for:

Receiving checks and or security deposits, check disbursements and new account processing

Proactively uncovering additional business development opportunities

Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation

Our Client Relationship Specialist Incentive Compensation program rewards client retention, excellent client service and profitable revenue growth.

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

If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.

To learn more about the culture at Schwab, click here to meet our people .

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

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

Must be able to develop and maintain good cross enterprise working relationships

Education, Licenses, and Designations

Bachelor's degree or equivalent work related experience

A valid and active Series 7 license is required (may be obtained within a 180 day condition of employment)

A valid and active Series 63 license is required (may be obtained within a 180 day condition of employment)

Notary preferred

What you’ll get:
Comprehensive Compensation and Benefits package

Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?:
No

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7

Relevant Work Experience:
Administrative Support-2-5 yrs, Customer Service-2-5 yrs, Financial Services-2-5 yrs, Banking-2-5 yrs

Position Located In:
DC - Washington

Education:
HS/GED

Job Type:
Full Time

Category: Customer Service/Client Service

Activation Date: Thursday, December 7, 2017

Expiration Date: Thursday, February 8, 2018

Apply Here


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