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

nking and lending needs, Investor Services can help.

Our branch network is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

As a Client Relationship Specialist (CRS), you will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, the branch, and the company.

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

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialist will pursue this mission through:

• Delivering unparalleled value, excellent service and providing a positive client experience

• Managing a case queue which include service & research requests that range from simple to complex with varying urgency levels

• Scheduling clients with a Financial Consultant for further consultation

• Uncovering additional business development opportunities through various avenues

• Firm understanding of regulatory and compliance policies associated with brokerage business and risk mitigation in day-to-day job function

• Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives

• Utilizing business partners and resources to drive scale within our business model

• Collaborating with other Client Relationship Specialists to support the goals of the enterprise

• Handling client escalations and issues with tact and diplomacy

What you have

Required Qualifications:

• Understanding of the financial services industry and securities industry

• 2+ years in a client service capacity

Preferred Qualifications

• Active and valid FINRA Series 7 and 63 licenses

• Effective time management skills, with the ability to prioritize issues and invest time where appropriate

• 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, and prioritize accordingly

• Building and fostering good cross enterprise working relationshiips

• Strong written and oral communication skills in addition to attention to detail

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance