Client Relationship Specialist - Naperville, IL

Charles Schwab Careers
  • Naperville, IL
    1 day ago

    Job Description

    Position Type: Regular

    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

    Numbers & Facts

    LocationNaperville, IL

    Skills

    • Bank Managementunmatched
    • Brokerageunmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Estate Planningunmatched
    • Investment Servicesunmatched
    • Loansunmatched
    • Multitaskingunmatched
    • Presentation/Verbal Skillsunmatched
    • Regulationsunmatched
    • Resolve Customer Issuesunmatched
    • Retirement Planningunmatched
    • Sales Managementunmatched
    • Series 63unmatched
    • Series 7unmatched
    • Stock Purchase Plansunmatched
    • Vision Planunmatched
    • Writing Skillsunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder