Charles Schwab
Client Relationship Specialist - Bedford, NH
Charles Schwab, Bedford, New Hampshire, United States
Position Type:
Regular Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
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, th
is may be the opportunity for you.
What you have
Required Qualifications:
1
+
year
s
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
work
ing
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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Regular Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
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, th
is may be the opportunity for you.
What you have
Required Qualifications:
1
+
year
s
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
work
ing
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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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