Client Relationship Specialist-Tacoma, WA

Tacoma, WA, USA|Onsite

Job Overview

Employment Type

Full-time

Hourly

Compensation

Hourly

Range $26.92 - $42.07

Work Schedule

Standard Hours

Benefits

401(k) with Company Match

Employee stock purchase plan

Paid Time Off

Paid parental leave

Tuition Reimbursement

Health Insurance

Dental Insurance

Vision Insurance

Sabbatical leave

Job Description

Charles Schwab is a leading financial services firm with a strong commitment to supporting clients and employees alike. Located in Tacoma, WA, this branch operates as part of the renowned Schwab Branch Network, which is widely recognized for delivering exceptional client experiences while fostering professional development and growth among its team members. Schwab is known not only for its comprehensive range of financial products and services but also for its empowering work culture that promotes continuous learning, collaboration, and career advancement. The company offers competitive pay and a generous benefits package designed to support the whole employee — both personally... Show More

Job Requirements

high school diploma or equivalent
1+ years of client/customer service experience
strong communication skills
ability to work independently and in a team
multitasking capability
knowledge or willingness to learn brokerage rules
willingness to support licensing process if applicable
ability to handle client interactions professionally

Job Qualifications

1+ years of client/customer service experience
previous experience in financial services, wealth management, or a closely related industry preferred
ability to handle client needs with tact and diplomacy
outstanding written and oral communication skills
ability to work independently and as part of a team
ability to handle multiple tasks simultaneously
ability to build and maintain good working relationships across the enterprise
basic understanding of brokerage regulations and client account rules
willingness to become a notary if required