Job Overview
Employment Type
Full-time
Compensation
Salary
Range $61,100.00 - $87,500.00
Work Schedule
Standard Hours
Benefits
401(k) with Company Match
Employee stock purchase plan
Paid Time Off
Paid parental leave
Family building benefits
Tuition Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Charles Schwab is a leading financial services firm known for its commitment to client service, innovation, and integrity. With a robust network of branches across the United States, Schwab provides individuals and institutions with a broad range of financial products and services, including brokerage, banking, retirement planning, and investment advisory. The company fosters a culture of growth, learning, and collaboration, empowering its employees to build rewarding and lifelong careers within the financial industry.
The Manhasset, NY branch is currently seeking a Client Relationship Specialist (CRS) to join its retail branch team. This is a regular, full-time position with an annual pay range of $61,100 to $87,500, complemented by bonus or incentive opportunities. The Client Relationship Specialist will play a pivotal role in supporting the branch's Client Relationship Manager and Branch Manager to deliver an exceptional client experience. This role is tailored for individuals passionate about customer service and eager to develop their expertise in the financial services sector.
The Client Relationship Specialist will be responsible for handling day-to-day client interactions, ensuring operational success, and serving as a trusted point of contact within the branch. Although licensing is not required initially, Charles Schwab offers full support for the CRS to attain Series 7 and Series 63/66 licenses, facilitating career advancement opportunities. This role presents an excellent entry point into the financial services industry for those who aspire to deepen their knowledge, develop valuable skills, and cultivate a meaningful career path.
The role demands a strong focus on client service excellence, effective communication, and the ability to manage multiple responsibilities efficiently. The CRS will work both independently and collaboratively with colleagues across the branch and the broader Schwab organization, building and maintaining solid professional relationships. This position also includes opportunities for ongoing development and growth, backed by Schwab's supportive work environment and deep commitment to employee success. Overall, the Client Relationship Specialist role at Charles Schwab in Manhasset, NY, offers a unique blend of client service, operational responsibility, and professional development for motivated individuals seeking to thrive in financial services.
The Manhasset, NY branch is currently seeking a Client Relationship Specialist (CRS) to join its retail branch team. This is a regular, full-time position with an annual pay range of $61,100 to $87,500, complemented by bonus or incentive opportunities. The Client Relationship Specialist will play a pivotal role in supporting the branch's Client Relationship Manager and Branch Manager to deliver an exceptional client experience. This role is tailored for individuals passionate about customer service and eager to develop their expertise in the financial services sector.
The Client Relationship Specialist will be responsible for handling day-to-day client interactions, ensuring operational success, and serving as a trusted point of contact within the branch. Although licensing is not required initially, Charles Schwab offers full support for the CRS to attain Series 7 and Series 63/66 licenses, facilitating career advancement opportunities. This role presents an excellent entry point into the financial services industry for those who aspire to deepen their knowledge, develop valuable skills, and cultivate a meaningful career path.
The role demands a strong focus on client service excellence, effective communication, and the ability to manage multiple responsibilities efficiently. The CRS will work both independently and collaboratively with colleagues across the branch and the broader Schwab organization, building and maintaining solid professional relationships. This position also includes opportunities for ongoing development and growth, backed by Schwab's supportive work environment and deep commitment to employee success. Overall, the Client Relationship Specialist role at Charles Schwab in Manhasset, NY, offers a unique blend of client service, operational responsibility, and professional development for motivated individuals seeking to thrive in financial services.
Job Requirements
- 1+ years of client or customer service experience
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and client account governance
- May be asked to become a notary
Job Qualifications
- 1+ years of client or customer service experience
- Previous experience in financial services, wealth management, or closely related industry preferred
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and client account governance
- Willingness to pursue licensing such as Series 7 and 63/66 preferred but not required
Job Duties
- Assist Client Relationship Manager and Branch Manager to deliver exceptional client service
- Handle day-to-day client inquiries and operational tasks
- Support the branch's operational success and client satisfaction initiatives
- Manage multiple tasks while working independently and collaboratively
- Build and maintain strong cross-enterprise working relationships
- Communicate effectively in both written and oral forms
- Potentially perform notary responsibilities as required
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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