Sr. Client Relationship Specialist - Bend, OR

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 :

Why work for us?

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 to our full-time employees that takes care of the whole you – both today and in the future :