Client Relationship Specialist
6 months 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, this may be the opportunity for you.
What you haveRequired Qualifications:
- 1+ years 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 working 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
-
Pequannock, New Jersey, United States HealthEcareers - Client Full timeA Healthcare Professional is needed in New Jersey to work as a Travel Nurse RN specializing in Orthopedics. This 16-week assignment requires working 36 hours per week, with 12-hour night shifts.Specialty: OrthopedicsDiscipline: RNShift: 12 hours, nightsHours: 36 per weekDuration: 16 weeksSalary Information: The estimated payment breakdown for this position...
-
Financial Center Relationship Specialist
2 weeks ago
Mantua Township, United States Disability Solutions Full timeValue PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...
-
Financial Center Relationship Specialist
2 weeks ago
Winslow Township, United States Disability Solutions Full timeValue PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...
-
Financial Center Relationship Specialist
2 weeks ago
Voorhees Township, United States Disability Solutions Full timeValue PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...
-
Critical Care Travel Nurse Specialist
1 week ago
Pequannock, New Jersey, United States HealthEcareers - Client Full timeTravel Nurse Opportunity in New JerseyWe are seeking a skilled and dedicated travel nurse to fill a Med Surg position in Pompton Plains, New Jersey.This is a 13-week assignment with 36 hours per week, 12-hour shifts, and nights.The pay package for this opportunity includes weekly pay, holiday pay, guaranteed hours, a 401(k) retirement plan, cancelation...
-
Diagnostic Imaging Specialist
5 days ago
Pequannock, New Jersey, United States KPG Allied Full timeDiagnostic Imaging SpecialistKPG Allied is seeking a highly skilled Diagnostic Imaging Specialist to fill a travel position in Pequannock Township, New Jersey.About the JobThis opportunity involves working as a travel CT Technologist in a hospital setting, providing high-quality imaging services to patients. To qualify for this position, applicants must have...
-
Behavioral Specialist
1 week ago
Pequannock, New Jersey, United States Comprehensive Behavior Supports Full timeAt Comprehensive Behavior Supports, we are dedicated to empowering children with Autism through Applied Behavior Analysis (ABA). As a compassionate and skilled Registered Behavior Technician, you will deliver high-quality, individualized care that makes a positive impact on our clients' lives.About the RoleThis is an exciting opportunity for a passionate RBT...
-
Group Fitness Instructor
2 weeks ago
Pequannock Township, United States Cedar Crest Village by Erickson Senior Living Full timeLocation:Cedar Crest Village by Erickson Senior LivingJoin our team as a Fitness Specialist to join our team. The Fitness Specialist will assess, monitor, and develop individual fitness programs for residents.What we offer A culture of diversity, inclusion, equity and belonging, which builds on our mission, vision and valuesMedical, dental and vision...
-
Pequannock, New Jersey, United States KPG Allied Full timeKPG Allied is seeking a medical specialist to fill cath lab technologist positions across the United States. This travel opportunity allows professionals to work in various locations, providing flexibility and experience.About KPG HealthcareAs a leading staffing firm, KPG Healthcare provides diverse healthcare solutions to clients nationwide. Our services...
-
Diagnostic Imaging Specialist
1 week ago
Pequannock, New Jersey, United States KPG Allied Full timeAbout the OpportunityWe are seeking a skilled and experienced Radiology Technician to join our team in Pequannock Township, New Jersey. This is a 13-week assignment with a competitive compensation package.Job DescriptionThis role involves working as a Diagnostic Imaging Specialist, responsible for operating CT scanners and other imaging equipment to produce...
-
Certified Nursing Assistant
6 months ago
Mantua Township, United States Senior Living Recruiting Specialist Full timeAre you an experienced CHHA/CNA that is looking for stability, an opportunity for career growth and great benefits? If you answered yes, this job may be for you. Our client is seeking CHHA/CNAs that have a deep passion for the residents they serve, and a company they can call home and continue to grow in their career. Position yourself with a...
-
Diagnostic Imaging Specialist
1 week ago
Pequannock, New Jersey, United States KPG Allied Full timeKPG Allied is seeking a travel diagnostic imaging specialist for a challenging assignment in New Jersey.Job SummaryThis is a 13-week contract with 36 hours per week, offering a competitive compensation package and opportunities to work with diverse clients nationwide.About the AssignmentThis travel opportunity involves working as a CT Technologist in a...
-
Medical Imaging Specialist
7 days ago
Pequannock, New Jersey, United States KPG Allied Full timeAbout the OpportunityKPG Allied is seeking an experienced Medical Imaging Specialist for a 13-week contract in Pequannock Township, New Jersey.Job Type: TravelSpecialty: CT TechnologistDurations: 38 hours per week, 12 hour shiftsThe ideal candidate will have at least one year of paid experience in the last three years within their specialty in a hospital...
-
Diagnostic Imaging Specialist
1 week ago
Pequannock, New Jersey, United States Prokatchers Full timeSeeking a skilled Diagnostic Imaging Specialist for a travel position in Pompton Plains, New Jersey.About the RoleSpecialty: Cath Lab TechnologistDuration: 13 weeks40 hours per weekShift: 8 hours, days, nightsWe offer a competitive salary of $3,400.20 per week.Job ResponsibilitiesPrepare patients for proceduresOperate imaging equipmentMonitor and document...
-
Server
6 months ago
Lawrence Township, United States Senior Living Recruiting Specialist Full timeGreat Entry position into Senior Living! Are you an experienced Server that is looking for stability, an opportunity for career growth and great benefits?? If you answered yes, this job may be for you.? Our client is seeking Servers that have a deep passion for the residents they serve, and a company they can call home and continue to grow in their...
-
Med Tech
4 months ago
Independence Township, United States Senior Living Recruiting Specialist Full timeAre you an experienced Certified Medication Technician that is looking for stability, an opportunity for career growth and great benefits? If you answered yes, this job may be for you. Our client is seeking CMTs that have a deep passion for the residents they serve, and a company they can call home and continue to grow in their career. Position...
-
CNA/HHA Positions in Hillsborough NJ
4 months ago
Hillsborough Township, United States Senior Living Recruiting Specialist Full timeAre you an experienced CNA that is looking for stability, an opportunity for career growth and great benefits? If you answered yes, this job may be for you. Our client is seeking CNAs that have a deep passion for the residents they serve, and a company they can call home and continue to grow in their career. Position yourself with a company that will help...
-
ICU Nurse Specialist
1 week ago
Pequannock, New Jersey, United States AHS NurseStat Full timeAbout the RoleWe are seeking a highly skilled ICU Nurse to join our team in New Jersey. As an Intensive Care Unit Registered Nurse, you will be responsible for providing exceptional care to critically ill patients.Key Responsibilities:Collaborate with interdisciplinary teams to ensure seamless patient careDevelop and implement individualized care plans to...
-
Mobile X-Ray Imaging Specialist
1 week ago
Pequannock, New Jersey, United States KPG Allied Full timeKPG Allied, a leading provider of supplemental and permanent healthcare staffing solutions, seeks an experienced Mobile X-Ray Imaging Specialist to join their team on a 13-week contract in New Jersey. **Job Summary:**We are looking for a skilled and dedicated CT Technologist to work as part of our mobile imaging team. The ideal candidate will have at least 1...
-
Sr. Relationship Manager
3 days ago
Woodbridge Township, United States Disability Solutions 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...