Only 24h Left: Senior Client Relationship Specialist- Beaverton, OR
Company: Charles Schwab
Location: Beaverton
Posted on: July 2, 2025
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Job Description:
Position Type: Regular Your opportunity At 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. Our branch
network is part of the broader Investor Services organization and
is primarily responsible for providing advice and counsel to
individuals and families with their financial needs, including
retirement planning, educational planning, investment management,
estate planning, active investing, managed banking, and lending
needs. Our Senior Client Relationship Specialist will pursue this
mission through demonstrating the ability to consistently handle
client complaints and providing a resolution that meets the
needs/wants of the client, the branch, and the company. What you
have Required Qualifications: - Active and valid FINRA Series 7 and
63 licenses required - Active and valid FINRA Series 9/10 license
is required - Understanding of the financial services industry
and/or securities industry - 2 years in a client service capacity
Preferred Qualifications: - Bachelor's degree or equivalent
work-related experience - Notary preferred - Solid understanding of
regulatory and compliance policies associated with brokerage
business - Demonstrated experience handling client concerns and
issues with tact and diplomacy - Demonstrated passion for building
strong, personal relationships with our clients and the ability to
uncover client needs - Ability to work independently and
effectively as part of a team, while handling multiple tasks and
responsibilities simultaneously - Effective time management skills,
with the ability to prioritize issues and invest time where
appropriate - Outstanding written and oral communication skills -
Need to be able to build and maintain good cross-enterprise working
relationships What’s in it for you At Schwab, we’re committed to
empowering our employees’ personal and professional success. Our
purpose-driven, supportive culture, and focus on your development
means you’ll get the tools you need to make a positive difference
in the finance industry. 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
Keywords: Charles Schwab, Beaverton , Only 24h Left: Senior Client Relationship Specialist- Beaverton, OR, Sales , Beaverton, Oregon