Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

Company Name: Charles Schwab

**Position Type:** Regular About the Opportunity At Schwab, we believe in empowering individuals to make a positive impact on their careers. We foster innovative thinking and creative problem-solving, challenging the status quo in the finance industry. 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 support your growth in the financial services industry. You will play a critical role in the operational success of our local Schwab branch, working closely with your Client Relationship Manager and Branch Manager to deliver an exceptional client experience. This role offers development and growth opportunities, providing a clear path for advancement and continuous learning. While licensing is not required, we will support you in obtaining the necessary licenses if it aligns with your career goals. If you are interested in entering the financial services industry, working directly with clients, expanding your knowledge, and building a lifelong career, this could be the opportunity for you. What You Need **Required Qualifications:** - 1+ years of experience in client/customer service **Preferred Qualifications:** - Previous experience in financial services/wealth management or a related industry - Ability to handle client needs with tact and diplomacy - Outstanding written and oral communication skills - Experience working independently and as part of a team, managing multiple tasks and responsibilities simultaneously - Ability to build and maintain strong working relationships - Basic understanding of brokerage regulations and rules governing client accounts - Willingness to become a Notary (if requested) In addition to a competitive salary, this role is also eligible for bonus or incentive opportunities. What's in it for You At Schwab, we are committed to supporting your personal and professional success. Our purpose-driven and supportive culture, combined with opportunities for development, will equip you with the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach allows for a balance between workplace flexibility, client service, and the value of in-person interactions. We offer a comprehensive benefits package that takes care of your well-being: - 401(k) with company match and Employee Stock Purchase Plan - Paid time off for vacation, volunteering, and a 28-day sabbatical every 5 years of service (eligible positions) - Paid parental leave and family building benefits - Tuition reimbursement - Health, dental, and vision insurance Please respond with your contact information and any questions you may have. We look forward to hearing from you!