Client Relationship Specialist - Phoenix, AZ (Financial Solutions Branch)

About the position

The Client Relationship Specialist (CRS) at Charles Schwab plays a crucial role in providing dedicated relationship management to mass affluent retail investors. This position focuses on delivering exceptional client service through effective communication, problem-solving, and collaboration with financial consultants. The CRS is responsible for managing client inquiries, resolving escalations, and identifying business development opportunities while adhering to regulatory compliance standards.

Responsibilities
? Deliver unparalleled value and excellent service to clients.
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? Manage a case queue that includes service and research requests of varying complexity and urgency.
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? Schedule clients with Financial Consultants for further consultation.
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? Uncover additional business development opportunities through various avenues.
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? Maintain a firm understanding of regulatory and compliance policies associated with brokerage business.
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? Research and resolve operational inefficiencies, identifying areas for improvement.
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? Utilize business partners and resources to drive scale within the business model.
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? Collaborate with other Client Relationship Specialists to support enterprise goals.
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? Handle client escalations and issues with tact and diplomacy.

Requirements
? Understanding of the financial services industry and securities industry.
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? 2+ years in a client service capacity.
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? Active and valid FINRA Series 7 and 63 licenses (preferred).
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? Effective time management skills with the ability to prioritize issues.
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? Ability to work independently and as part of a team while managing multiple tasks.
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? Strong written and oral communication skills with attention to detail.

Nice-to-haves

Benefits
? 401(k) with company match
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? Employee stock purchase plan
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? Paid time for vacation
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? Volunteering time
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? 28-day sabbatical after every 5 years of service
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? Paid parental leave
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? Tuition reimbursement
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? Health insurance
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? Dental insurance
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? Vision insurance

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