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Client Relationship Specialist - Albuquerque, NM
Charles Schwab Albuquerque, NM
$40k-52k (estimate)
Full Time | Securities 7 Months Ago
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Charles Schwab is Hiring a Client Relationship Specialist - Albuquerque, NM Near Albuquerque, NM

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

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

Our Client Relationship Specialists will pursue this mission through:

  • 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 a part of a firm that truly values your contributions, consider a career at Charles Schwab.

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • 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
  • 1 year of Client/Customer Service experience preferred
  • Demonstrated experience handling client needs 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
  • Ability to build and maintain good cross-enterprise working relationships
  • Basic understanding of brokerage regulations and rules that govern client accounts preferred
  • May be asked to become a Notary

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$40k-52k (estimate)

POST DATE

08/12/2022

EXPIRATION DATE

08/12/2023

WEBSITE

aboutschwab.com

HEADQUARTERS

SAN FRANCISCO, CA

SIZE

15,000 - 50,000

FOUNDED

1986

CEO

WALTER W BETTINGER II

REVENUE

$10B - $50B

INDUSTRY

Securities

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The job skills required for Client Relationship Specialist - Albuquerque, NM include Customer Service, Scheduling, Planning, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Specialist - Albuquerque, NM. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Specialist - Albuquerque, NM. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Relationship Specialist - Albuquerque, NM positions, which can be used as a reference in future career path planning. As a Client Relationship Specialist - Albuquerque, NM, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Specialist - Albuquerque, NM. You can explore the career advancement for a Client Relationship Specialist - Albuquerque, NM below and select your interested title to get hiring information.

If you are interested in becoming a Client Relationship Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Relationship Specialist job description and responsibilities

They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.

03/22/2022: Melbourne, FL

Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.

03/28/2022: Springfield, OH

Ultimately, an outstanding Client Relationship Specialist will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.

02/14/2022: Bradenton, FL

Analyzing the Client's Situation.

03/16/2022: Tacoma, WA

Strong problem-solving skills to help clients overcome any obstacles and develop solutions that enhance the clients' efficiency and productivity.

03/25/2022: Cleveland, OH

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Relationship Specialist jobs

To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.

04/04/2022: Boulder, CO

They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.

03/29/2022: Davenport, IA

Team building and collaboration abilities when working with other departments to develop strategies that benefit clients.

02/20/2022: Wichita, KS

Verbal and written communication skills to call, email and meet with clients.

03/20/2022: Saint Paul, MN

Negotiation skills when presenting clients with a contract and establishing terms.

04/17/2022: Akron, OH

Step 3: View the best colleges and universities for Client Relationship Specialist.

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