Client Relationship Specialist - Bridgewater, NJ

Charles Schwab Corporation Bridgewater , NJ 08807

Posted 3 weeks ago

Your Opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you're good at

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

Our Client Relationship Specialists will pursue this mission through:

  • Greeting our clients and prospects as they arrive at the branch

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

  • Assisting the Branch Manager and sales staff with meeting our client's needs

We are looking for people with a passion for helping clients. You will be responsible for:

  • Receiving checks and or security deposits, check disbursements and new account processing

  • Actively uncovering additional business development opportunities

  • Scheduling clients with an Associate Financial Consultant and/or 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 apart of a firm that truly values your contributions, consider a career at Charles Schwab.

To learn more about the culture at Schwab, click here to meet our people.

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

  • A valid and active Series 7 license is required (may be obtained under a condition of employment)

  • A valid and active Series 63 license is required (may be obtained under a condition of employment)

  • Notary preferred

  • Minimum 12 months in a client service industry

  • Basic understanding of brokerage regulations and rules that govern client accounts

  • Demonstrated experience handling client concerns and issues with tact and diplomacy

  • Outstanding written and oral communication skills

  • 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

  • Need be able to build and maintain good cross enterprise working relationships

Why Schwab?

At Schwab, "Own Your Tomorrow" embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We're a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: What's it like to work at Schwab!

The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Bloomingdales Stores Opportunities Bridgewater Commons NJ

Bloomingdales

Posted 2 weeks ago

VIEW JOBS 3/25/2020 12:00:00 AM 2020-06-23T00:00 Although our stores are temporarily closed due to COVID-19, we are still accepting applications for store positions. Once business resumes, we'd love to chat! You can also sign up for job alerts to get the latest job listings once our stores re-open. ... More " If you live on the cutting edge of fashion and have a keen eye for design, why not put that expertise to work on the sales floor? Join our team of problem solvers and doers: Apply today! This location is not conducting interviews at this time, but we invite you to complete an employment application. By doing so, your information will be on-hand as soon as employment opportunities become available. We seek talented creative people with a passion and entrepreneurial spirit who enjoy the fast paced exciting world of retail. We want people with a desire to grow professionally as well as personally because, at Bloomingdale's, we provide the tools for both. Your fashion voice and authority is what makes you credible as you engage with an upscale client base. What makes you successful is your ease of conversation, building relationships and connecting with others. Our top performers are goal oriented and can balance multiple priorities in a fast paced environment and most importantly truly have fun at work. Available positions will vary, but may include Retail Sales, Retail Support and Cosmetics roles. Learn more about the various types of employment opportunities Bloomingdale's has to offer by clicking the links below to view just a few of our job descriptions: Click to learn more about Sales Roles Click to learn more about Support Roles Click to learn more about Beauty Advisor Roles Click to learn more about Cosmetic Counter Manager Roles All hourly associates are eligible to receive a quarterly bonus incentive, colleague discounts and the opportunity to be a part of an iconic brand. Certain criteria must be met to receive the quarterly bonus incentive. Bloomingdale's is part of a Fortune 100 Corporation, we hold true to the family values of our founding brothers, Joseph and Lyman Bloomingdale. As large as we may become, we will remain intimate and operate Bloomingdale's with the utmost integrity like a family run business. We are deeply committed to giving back to the communities near and afar. Through strategic philanthropic marketing campaigns or local grass roots efforts, Bloomingdale's is committed to making a difference. This job overview is not all inclusive. In addition, Macy's, Inc. reserves the right to amend this job overview at any time. Macy's is an Equal Opportunity Employer, committed to a diverse and inclusive work environment. Macy's, Inc. - including Macy's and Bloomingdale's - will consider for employment qualified applicants with criminal convictions in a manner consistent with SFPC Art. 49 and LA MC ch.XVIII Art. 9. Bloomingdales Bridgewater NJ

Client Relationship Specialist - Bridgewater, NJ

Charles Schwab Corporation