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 and professionally. The position type is regular full-time employment with an attractive pay range of 26.92 to 42.07 USD per hour, including bonus or incentive opportunities, reflecting Schwab's commitment to rewarding its employees for their contributions.
The role of Client Relationship Specialist (CRS) at Charles Schwab is a fantastic opportunity for individuals passionate about customer service and interested in gaining a foothold in the financial services industry. In this role, you will provide critical operational support to the local branch, assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience. This position is ideal for individuals aiming to grow their careers with clear pathways for advancement and development. Notably, although licensing such as Series 7 and Series 63/66 is not required at the start, Schwab supports employees in obtaining these licenses if aligned with their career goals.
As a CRS, your responsibilities will include managing client inquiries with tact and professionalism while handling various operational tasks efficiently. This role demands excellent communication skills and the ability to work both independently and collaboratively within a team. You will have the chance to develop valuable expertise in financial services, especially in wealth management and brokerage regulations, while building strong internal and external client relationships. Additionally, the potential to become a Notary is also part of the role, enhancing your qualifications and versatility within the branch.
Joining Charles Schwab means working in an environment that champions your growth through meaningful work and a culture based on trust, collaboration, and ongoing learning. Schwab offers a wide range of benefits such as a 401(k) plan with company match, employee stock purchase program, paid time off including vacation and sabbaticals, paid parental leave, family-building benefits, tuition reimbursement, and comprehensive health coverage including medical, dental, and vision insurance. These benefits underscore Schwab's investment in your long-term well-being and career development, making this an excellent opportunity for those seeking a rewarding and stable career in financial services.
The role of Client Relationship Specialist (CRS) at Charles Schwab is a fantastic opportunity for individuals passionate about customer service and interested in gaining a foothold in the financial services industry. In this role, you will provide critical operational support to the local branch, assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience. This position is ideal for individuals aiming to grow their careers with clear pathways for advancement and development. Notably, although licensing such as Series 7 and Series 63/66 is not required at the start, Schwab supports employees in obtaining these licenses if aligned with their career goals.
As a CRS, your responsibilities will include managing client inquiries with tact and professionalism while handling various operational tasks efficiently. This role demands excellent communication skills and the ability to work both independently and collaboratively within a team. You will have the chance to develop valuable expertise in financial services, especially in wealth management and brokerage regulations, while building strong internal and external client relationships. Additionally, the potential to become a Notary is also part of the role, enhancing your qualifications and versatility within the branch.
Joining Charles Schwab means working in an environment that champions your growth through meaningful work and a culture based on trust, collaboration, and ongoing learning. Schwab offers a wide range of benefits such as a 401(k) plan with company match, employee stock purchase program, paid time off including vacation and sabbaticals, paid parental leave, family-building benefits, tuition reimbursement, and comprehensive health coverage including medical, dental, and vision insurance. These benefits underscore Schwab's investment in your long-term well-being and career development, making this an excellent opportunity for those seeking a rewarding and stable career in financial services.
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
Job Duties
- assist Client Relationship Manager and Branch Manager with operational tasks
- provide exceptional client service with tact and diplomacy
- manage multiple tasks and responsibilities simultaneously
- maintain good cross-enterprise working relationships
- build and maintain client accounts in accordance with brokerage regulations
- communicate effectively both orally and in writing
- potentially perform notary duties
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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