Current jobs related to Client Relationship Specialist - Lone Tree - Charles Schwab

  • Client Relationship Specialist

    5 days ago

    Lone Tree, United States Charles Schwab Full time

    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 service to a role and a...

  • Relationship Manager, AS Relationship Management

    2 months ago

    Lone Tree, United States Charles Schwab Full time

    Your Opportunity Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is...

  • Relationship Manager

    4 weeks ago

    Lone Tree, Iowa, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Relationship Manager, you'll play a critical role in building and maintaining strong relationships with our top-tier advisors. Your experience and expertise will enable you to anticipate client needs and proactively address any issues that may...

  • Relationship Manager

    2 months ago

    Lone Tree, Iowa, United States Charles Schwab Full time

    {"Job SummaryWe are seeking a skilled Relationship Manager to join our team at Charles Schwab. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our top-tier advisors, identifying opportunities to improve their profitability, and providing exceptional client service.Key Responsibilities* Develop...

  • Financial Solutions Specialist

    4 weeks ago

    Lone Tree, Iowa, United States Charles Schwab Full time

    {"h2": "Your Opportunity at Charles Schwab", "p": "At Charles Schwab, you'll have the chance to make a meaningful impact on your career and the finance industry. Our innovative approach combines human and digital touchpoints to drive engagement, cultivate relationships, and foster long-term client loyalty. As a Financial Consultant in the Financial Solutions...

  • Client Service Coordinator

    6 months ago

    Lone Tree, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...

  • Financial Services Specialist

    4 weeks ago

    Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at Charles Schwab. As a key member of our Private Client Services team, you will be responsible for providing exceptional client service and support to our high-net-worth investors.Key ResponsibilitiesProvide expert advice and guidance to clients on...

  • Client Service Coordinator

    3 weeks ago

    Lone Tree, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...

  • Financial Solutions Specialist

    4 weeks ago

    Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Financial Consultant to join our Financial Solutions Branch team at Charles Schwab. As a key member of our team, you will be responsible for driving engagement, cultivating relationships, and gaining long-term client loyalty with our mass affluent client base.Key ResponsibilitiesAdvocate on behalf of clients by...

  • Client Services Associate

    3 months ago

    Lone Tree, United States SPS North America Inc Full time

    Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Services Associate

    3 months ago

    Lone Tree, United States SPS North America Inc Full time

    Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Services Associate

    4 months ago

    Lone Tree, United States SPS North America Inc Full time

    Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Alternative Investment Specialist

    4 weeks ago

    Lone Tree, Iowa, United States Golden Roed Industries Full time

    About the RoleWe are seeking a highly organized and self-motivated individual to join our team as an Alternative Investment Specialist at Golden Roed Industries. As a key member of our Wealth Strategist team, you will provide vital support to our clients and internal teams, maintaining our investment offering workflows, processing investor trades, and...

  • Travel Nurse RN Med Surg

    4 weeks ago

    Lone Tree, Iowa, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN Med SurgTriage Staffing is seeking a travel nurse RN Med Surg for a travel nursing job in a medical-surgical setting.Job Requirements:Specialty: Med SurgDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelJob Details:Location: Medical-surgical settingShift Details: 12H Nights (7:00 PM-7:00 AM) 36 hours per...

  • Occupational Therapist

    4 weeks ago

    Lone Tree, Iowa, United States Soar Autism Center Full time

    Job Title: Occupational Therapist - Autism SpecialistSoar Autism Center is seeking a dedicated Occupational Therapist with a passion for working with children with autism to join our interdisciplinary team.We are committed to delivering high-quality, life-enhancing services to children with autism and their families. Our mission is to create a network of...

  • Early Intervention Specialist

    4 weeks ago

    Lone Tree, United States Soar Autism Center Full time

    Job DescriptionJob DescriptionSoar Autism Center is hiring for an Early Intervention Specialist to be part of our transformative team dedicated to fostering the development of children with autism. As a care provider at our center, you will apply behavioral and developmental strategies to assist in our children’s development. In turn, you will teach skills...

  • Diagnostic Imaging Specialist

    4 weeks ago

    Lone Tree, Iowa, United States PRIDE Health Full time

    Profession:Diagnostic Imaging SpecialistSpecialty:Interventional RadiographyClient:PRIDE HealthKey Responsibilities:Deliver high-quality diagnostic imaging services to patientsWork Environment:Collaborative healthcare teamCompensation:$2566.00 per week

  • Early Intervention Specialist

    5 days ago

    Lone Tree, United States Soar Autism Center Full time

    Job DescriptionJob DescriptionSoar Autism Center is hiring for an Early Intervention Specialist to be part of our transformative team dedicated to fostering the development of children with autism. As a care provider at our center, you will apply behavioral and developmental strategies to assist in our children’s development. In turn, you will teach skills...

  • Financial Consultant

    1 month ago

    LONE TREE, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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.The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization...

  • Financial Consultant

    1 month ago

    Lone Tree, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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.The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization...

Client Relationship Specialist

2 months ago

Lone Tree, United States Charles Schwab Full time
Position Type: RegularYour 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.

 

The Financial Solutions Branch (FSB) is a segment of the Specialized Teams for Advice & Relationships (STAR) organization within the Branch Network of Investor Services. FSB provides a dedicated relationship model that serves mass affluent retail investors.  

 

In FSB, we have a unique opportunity to assist clients who don’t live within proximity to a physical branch.  We also cater to clients who prefer to conduct business over the phone, as meetings are held either on the phone or by video conference technology. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

 

Our branch network 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.  

 

As a Client Relationship Specialist (CRS), you will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, the branch, and the company.   

 

We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.

 

Building strong, personal relationships with our clients is a key component of our business strategy.

 

Our Client Relationship Specialist will pursue this mission through:

  • Delivering unparalleled value, excellent service and providing a positive client experience
  • Managing a case queue which include service & research requests that range from simple to complex with varying urgency levels
  • Scheduling clients with a Financial Consultant for further consultation
  • Uncovering additional business development opportunities through various avenues
  • Firm understanding of regulatory and compliance policies associated with brokerage business and risk mitigation in day-to-day job function 
  • Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives
  • Utilizing business partners and resources to drive scale within our business model
  • Collaborating with other Client Relationship Specialists to support the goals of the enterprise
  • Handling client escalations and issues with tact and diplomacy   
What you have

 

Required Qualifications:  

  • Understanding of the financial services industry and securities industry 
  • 2+ years in a client service capacity   

Preferred Qualifications

  • Active and valid FINRA Series 7 and 63 licenses
  • Effective time management skills, with the ability to prioritize issues and invest time where appropriate   

  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

  • Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly
  • Building and fostering good cross enterprise working relationshiips
  • Strong written and oral communication skills in addition to attention to detail
  •  

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