Client Relationship Specialist- Beaverton, OR
Charles Schwab · Beaverton, OR
- On site
- Full-time
- $60,000 / year
- Beaverton, OR
Job highlights
- Support branch operations and client experience.
- Assist managers with daily tasks.
- Develop skills in financial services industry.
- Receive support for professional licensing.
- Benefit from comprehensive employee package.
About the role
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.What you have
Required Qualifications
- 1+ years of Client/Customer Service experience
Preferred Qualifications
- Previous experience in Financial Services/Wealth Management and/or closely related industry.
- While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and rules that govern client accounts
- May be asked to become a Notary
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
Key skills/competency
- Client Relationship Management
- Financial Services
- Customer Service
- Sales Support
- Operational Success
- Career Growth
- Communication Skills
- Team Collaboration
- Regulatory Knowledge
- Client Experience
Skills & topics
- Client Relationship Specialist
- Customer Service
- Financial Services
- Branch Operations
- Client Experience
- Sales Support
- Career Development
- Charles Schwab
- Beaverton OR
- Series 7
- Series 63
- Series 66
- Wealth Management
How to get hired
- Tailor your resume: Highlight client service experience and any financial industry exposure. Quantify achievements whenever possible to showcase your impact.
- Craft a compelling cover letter: Express your passion for client relations and financial services, clearly stating why you are a strong fit for Charles Schwab.
- Prepare for interviews: Be ready to discuss your customer service philosophy, teamwork abilities, and how you handle challenging client situations.
- Showcase adaptability: Emphasize your willingness to learn, gain necessary licenses (Series 7, 63/66), and grow within the financial services sector.
Technical preparation
Understand basic brokerage regulations.,Familiarize with financial services terminology.,Practice using CRM or client management tools.,Prepare for licensing exam content.
Behavioral questions
Describe a time you resolved a client issue.,How do you manage multiple client requests?,How do you build strong client relationships?,Explain your motivation for joining financial services.
Frequently asked questions
- What are the primary responsibilities of a Client Relationship Specialist at Charles Schwab?
- As a Client Relationship Specialist at Charles Schwab, your primary responsibilities will involve supporting the operational success of a local branch. This includes assisting the Client Relationship Manager and Branch Manager in delivering an exceptional client experience, managing daily tasks, and ensuring smooth branch operations. The role focuses on client interaction and fostering strong relationships.
- What qualifications are required for the Client Relationship Specialist role?
- The required qualifications for a Client Relationship Specialist include at least one year of client or customer service experience. Preferred qualifications encompass prior experience in the financial services or wealth management industry, strong communication and interpersonal skills, the ability to work independently and as part of a team, and a basic understanding of brokerage regulations.
- Does Charles Schwab support licensing for this role?
- Yes, Charles Schwab strongly supports its Client Relationship Specialists in obtaining and/or holding the Series 7 and 63/66 licenses, even if they are not required initially. This demonstrates the firm's commitment to employee growth and career development within the financial services industry.
- What kind of growth opportunities are available for a Client Relationship Specialist at Charles Schwab?
- The Client Relationship Specialist role is designed with development and growth at its core. Within the Branch Network, there is a clear growth path and numerous opportunities to challenge yourself, deepen your expertise, and build a lifelong career in financial services.
- What benefits does Charles Schwab offer to its employees?
- Charles Schwab offers a competitive benefits package designed to support employees both personally and professionally. This includes a 401(k) with company match, employee stock purchase plan, paid time off for vacation and volunteering, a 28-day sabbatical after five years, paid parental leave, family building benefits, tuition reimbursement, and comprehensive health, dental, and vision insurance.
- How important is previous financial services experience for the Client Relationship Specialist position?
- While previous experience in financial services or wealth management is preferred for the Client Relationship Specialist role, it is not strictly required. Charles Schwab is committed to supporting candidates who are looking to enter the financial services industry and provides resources for professional development and licensing.
- Is this a remote or on-site position?
- Based on the job description mentioning a 'local Schwab branch' and the role supporting branch operations, this Client Relationship Specialist position is likely an on-site role within a specific branch location.