Client Relationship Specialist
4 weeks ago
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.
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, th is may be the opportunity for you.
What you haveRequired Qualifications:
- 1+ year s of Client/Customer Service experience
Preferred Qualifications:
- Previous experience in Financial Services/Wealth Management and/or closely related industry.
- While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience work ing independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and rules that govern client accounts
- May be asked to become a Notary
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
By applying, you consent to your information being transmitted by Disability Solutions to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See SonicJobs Privacy Policy at and Terms of Use at
-
Client Relationship Specialist
4 weeks ago
Denver, United States Charles Schwab Full timePosition 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. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer...
-
Client Relationship Specialist
4 weeks ago
Denver, United States Charles Schwab Full timePosition 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. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer...
-
Senior Commercial Relationship Manager
2 weeks ago
Denver, CO, United States CIBC Bank Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Client Service Distributions Specialist
2 weeks ago
Denver, United States Pacific Premier Bank Full timeThe Client Service Distributions Specialist is responsible for providing a full range of professional and technical support to customers and Bank personnel regarding all information related to transfers, distributions, and beneficiary processing. Thi Client Service, Distribution, Specialist, Customer Service, Processing, Client, Retail, Banking
-
SVP, Relationship Manager III
1 week ago
Denver, CO, United States First Western Trust Full timeFirst Western is seeking an SVP, Relationship Manager III to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.As a SVP, Relationship Manager III at First Western, you will play a vital role in helping high-net-worth clients achieve their...
-
Relationship Banker
1 month ago
Denver, Colorado, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Client Specialist
7 hours ago
Denver, United States 52XConsulting LLC Full timeOur client, a regional architecture and design firm, immediately needs a K-12 Client Leader. The ideal candidate will be a licensed architect with 10+ years of experience specific to institutional projects. Key responsibilities include project management, client relations, mentorship, and business development. This firm offers a hybrid schedule, tremendous...
-
Relationship Manager
7 days ago
Lone Tree, Douglas County, CO, United States Charles Schwab Full timePosition Type: Regular Your opportunity Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and...
-
Senior Electrical Specialist
1 week ago
Denver, CO, United States Burns & McDonnell Full timeDescriptionThe Senior Electrical Specialist will lead electrical design project teams to create world class designs for new projects, alterations and redevelopments on a variety of projects including power, process, corporate, healthcare, pipeline, airports, institutional, industrial, manufacturing, government and military facilities. The Senior Electrical...
-
Branding & Sales Assistant- Immediate Start
17 hours ago
Denver, CO, United States BRAVAS, Beautiful Places. Smart Spaces. Full timeBravas is looking for a seasoned sales professional with a minimum of two years experience selling complex products/systems, preferably with a luxury product line. Our sales professionals enjoy an unlimited commission opportunity and great benefits!* *The Sales Specialist is responsible for developing new relationships with clients, educating them, and...
-
Procurement Specialist
2 days ago
Denver, United States Creative Financial Staffing Full timeOur client, who works for a noble cause, is adding a Procurement Specialist to their growing team. About the company and the Procurement Specialist position: work for an organization that does good work in the community and impacts people's lives everyday opportunity to interact with all levels of the organization good work/life balance Central location in...
-
Procurement Specialist
1 day ago
Denver, United States Creative Financial Staffing Full timeOur client, who works for a noble cause, is adding a Procurement Specialist to their growing team. About the company and the Procurement Specialist position: work for an organization that does good work in the community and impacts peoples lives everyday opportunity to interact with all levels of the organization good work/life balance Central location in...
-
Logistics Specialist I
1 week ago
Denver, CO, United States Hi-Crush Services LLC Full timeCompany Description: Hi-Crush Inc. is a leading supplier of frac sand to Oil & Gas companies across the United States. Our logistics division, Pronghorn Energy Services, is looking for talented logistics professionals to join our growing and fast paced team in Denver, CO. What we offer: Great place to work: We are a leader in the industry due to our...
-
Client Advisor
1 month ago
Denver, Colorado, United States Burberry Full timeINTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an...
-
Relationship Manager Middle Market Denver
2 weeks ago
Denver, United States Comerica Management Co Inc. Full timeRelationship Manager, Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM. Position Competencies: Successful incumbents are customer focused, have strong...
-
Client Relations Associate
7 days ago
Denver, United States Paideia Management Full timeAt Paideia Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client...
-
Client Relations Associate
2 weeks ago
Denver, United States Paideia Management Full timeAt Paideia Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client...
-
Client Relations Associate
1 week ago
Denver, United States Paideia Management Full timeJob DescriptionJob DescriptionAt Paideia Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...
-
Client Relations Associate
4 days ago
Denver, United States Paideia Management Full timeJob DescriptionJob DescriptionAt Paideia Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...
-
Property Administrative Specialist
2 weeks ago
Denver, United States Westin Hotels & Resorts Full timePOSITION SUMMARY Our Property Administrative Specialists play an important role in a number of vital hotel functions. At our hotels, Property Administrative Specialists work across departments Guest Services, Engineering, Food & Beverage) to support administrative needs. Whether providing administrative support prepare documents using word processing,...