Client Relationship Specialist - San Francisco, CA
Company: CFA Institute
Location: San Francisco
Posted on: October 17, 2024
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Job Description:
Position Type: RegularYour opportunityAt 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, this may be the
opportunity for you.Required Qualifications:
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Keywords: CFA Institute, Brentwood , Client Relationship Specialist - San Francisco, CA, Other , San Francisco, California
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