Charles Schwab
Client Relationship Specialist - Pittsburgh, PA (Cranberry Township)
Charles Schwab, Cranberry Township, Pennsylvania, United States
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 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
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
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To read more about our client offerings visit: Charles Schwab - Investor Services
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
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
#J-18808-Ljbffr