Franchise Branches, led by a Schwab franchisee and staffed by employees of the franchisee,
help individuals and families with their financial needs, including retirement planning,
investing, protection planning, charitable giving, estate planning, and active trading solutions.
To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com.
Franchise Branch Client Relationship Specialists are not employees of Charles Schwab &
Co., Inc.; they are employees of the Franchise Branch Owner (Schwab franchisee) and are
Associated Persons of Charles Schwab & Co., Inc.
Franchise Branch Client Relationship Specialists play a vital role in delivering personalized,
high-quality client experience, while supporting the operational success of the branch.
The Schwab Egg Harbor Franchise Branch is looking for a Franchise Branch Client
Relationship Specialist with a passion for serving clients.
ROLE DESCRIPTION
• Greet clients and prospects with warm enthusiasm when they call or visit the branch,
ensuring they feel welcomed and appreciated
• Deliver a welcoming, inclusive client experience by understanding needs and
resolving requests with accuracy and care
• Deliver outstanding service and provide all clients with an exceptional experience
• Support daily branch operations, including account servicing, documentation, and
follow-up with strong attention to detail
• Communicate effectively with clients and colleagues, adapting to different styles and
needs
• Use active listening to understand priorities and escalate issues when needed
• Manage multiple tasks and priorities to meet deadlines and maintain quality
• Partner with team members to drive client engagement, operational excellence and a
seamless client experience
• Build trust and long-term relationships through professionalism, reliability, and a
client-first mindset
• Assist the Franchise Branch Owner and sales staff meet client needs
• Schedule client consultations and help facilitate client requests
• Maintain branch to Schwab brand standards
• Assist with coordinating marketing efforts for the branch, including but not limited
to seminars and events
This is a summary only - duties and responsibilities may be revised over time
SKILLS & QUALIFICATIONS
We place a premium on high performance, quality service and the ability to execute the
Schwab Franchise Branch strategy. Essential skills include:
• Assciates degree or equivalent combination of education and experience
• 1+ years of client-facing or customer service experience
• Proficiency in Microsoft Office Suite
• Demonstrated experience handling client concerns and issues with tact and
diplomacy
• Managing multiple client situations, needs and inquiries simultaneously
• Work independently and as part of a team
• Complete requests and tasks accurately following established processes while
effectively prioritizing work to meet deadlines
• Ensure high-quality, error-free work and identify discrepancies or issues early
• Maintain strong organization of tasks, client requests, and follow-ups to ensure
timely and consistent execution
• Remain flexible and solution-oriented when navigating new or complex situations
• Ability to adjust to changing priorities, client needs, and processes in a fast-paced
environment
• Develop and maintain good cross-enterprise working relationships
• Strong phone and interpersonal relationship skills
• Willingness to learn, grow, and adopt new approaches or skills.
• Openness to feedback and apply it to improve performance
POSITION LOCATION
430 Consumer Square
Mays Landing, NJ 08330
HOURS & COMPENSATION
• Full-Time Position
• In Person
• Monday-Friday
• 9:00am-5:00pm (nights and weekends for events/appointments as needed)
• Paid Time Off
• 401(k) Plan
• Health Insurance
• Pay will be commensurate with experience
HOW TO APPLY
To apply for this position, please email your cover letter and resume to Sarah Gross at
sarah.gross@schwab.com
