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Client Relationship Specialist - Winnetka, IL

Job Summary



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


What you ll do:


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, outstanding 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

  • Proactively 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 work at 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:



  • 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

  • Must be able to develop and maintain good cross enterprise working relationships


Education, Licenses, and Designations



  • Bachelor's degree or equivalent work related experience

  • A valid and active Series 7 license is required (may be obtained within a 180 day condition of employment)

  • A valid and active Series 63 license is required (may be obtained within a 180 day condition of employment)

  • Notary preferred


What you ll get:



  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life





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