Sr. Client Relationship Specialist - Torrance, CA
Company: Charles Schwab
Location: Rosemead
Posted on: March 16, 2023
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Job Description:
Position Type: Regular Your Opportunity Our branch network is
part of the broader Investor Services organization and 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. You can learn
more about our client offerings at: Charles Schwab - Investor
Services What you are good at Building strong, meaningful
relationships with each client is a key component of our business
strategy. Our Senior Client Relationship Specialist will pursue
this mission through: Demonstrating the ability to consistently
handle client complaints and providing a resolution that meets the
needs/wants of the client, the branch and the company. Deepening
ongoing internal and external business partner relationships.
Consistently demonstrating initiative, workplace engagement and
leadership. Delivering a self-directed unparalleled value and
outstanding client service. Assisting the Branch Manager and
sales/support staff with meeting our clients--- needs. Successfully
navigating through extremely complex operational issues. Highly
successful with diffusing negative client situations. We are
seeking people with a passion for helping clientsYou will be
responsible for: Implementing, training and support of new
processes that are adopted by the firm. Partnering with internal
and external business partners to prepare for a branch audit. Being
a product and service subject matter expert. Receiving checks,
security deposits, check disbursements and new account processing.
Actively uncovering additional business development opportunities.
Scheduling the clients with a Financial Consultant for further
consultation. We believe that our values have helped us to build
both a successful business model and an outstanding work
environment. We value teamwork, integrity, service, open
communication, and perseverance. If you want to be a part of a firm
that truly values your contributions, consider a career at Charles
Schwab. What you have We place a premium on high performance,
quality service and the ability to execute the Schwab strategy.
Essential skills include: Bachelor's degree or equivalent work
related experience Active and valid Series 7 and 63 required (may
be obtained under a condition of employment) Active and valid
Series 9/10 is required Notary preferred Minimum of 2 years in a
client service capacity Understanding of the financial services
industry and/or securities industry is required Solid understanding
of regulatory and compliance policies associated with brokerage
business Demonstrated experience handling client concerns and
issues with tact and diplomacy Demonstrated passion for building
strong, personal relationships with our clients and the ability to
uncover client needs Ability to work independently and effectively
as part of a team, while handling multiple tasks and
responsibilities simultaneously Effective time management skills,
with the ability to prioritize issues and invest time where
appropriate Outstanding written and oral communication skills Need
to be able to build and maintain good cross enterprise working
relationships Why work for us? Own Your Tomorrow embodies
everything we do We are committed to helping our employees ignite
their potential and achieve their dreams. Our employees get to play
a central role in reinventing a multi-trillion-dollar industry,
creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home---today and in the future. TD Ameritrade, a subsidiary of
Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade
we believe People Matter. We value diversity and believe that it
goes beyond all protected classes, thoughts, ideas, and
perspectives.
Keywords: Charles Schwab, Rosemead , Sr. Client Relationship Specialist - Torrance, CA, Other , Rosemead, California
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