Sr. Client Relationship Specialist- Bethesda, MD

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

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

What you have

Required Qualifications:

• Active and valid FINRA Series 7 and 63 licenses required  
• Active and valid FINRA Series 9/10 license is required 
• Understanding of the financial services industry and/or securities industry
• 2+ years in a client service capacity 

Preferred Qualifications:

• Bachelor's degree or equivalent work related experience 
• Notary preferred 
• 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  

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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