Client Relationship Specialist- Irvine, CA
3 weeks ago
Client Relationship Specialist (CRS)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.Required Qualifications:1+ years of Client/Customer Service experiencePreferred 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 licensesAbility to handle client needs with tact and diplomacyOutstanding written and oral communication skillsExperience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyAbility to build and maintain good cross-enterprise working relationshipsBasic understanding of brokerage regulations and rules that govern client accountsMay be asked to become a NotaryIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
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Client Relationship Specialist- Irvine, CA
4 weeks ago
IRVINE, United States Charles Schwab Full timePosition Type: RegularYour opportunityAs 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...
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Irvine, United States Visit.org Full timeVisit.org is looking for an experienced, responsible, and driven Freelance Event Specialist, Irvine, CA to help us manage the logistics of an upcoming in-person event, which will be held live at a city near you! The right candidate will be based in CITY, State, and have corporate event experience, entrepreneurial spirit, extreme passion for our mission, and...
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Irvine, United States California Staffing Full timeRelationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand...
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Irvine, United States Vensure Employer Solutions Full timeJoin to apply for the Business Consultant - CA role at Vensure Employer Solutions 4 days ago Be among the first 25 applicants Join to apply for the Business Consultant - CA role at Vensure Employer Solutions Vensure Employer Solutions provided pay range This range is provided by Vensure Employer Solutions. Your actual pay will be based on your skills and...
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Project Manager- Irvine, CA
7 days ago
Irvine, United States Staffing the Universe Full timeProject Manager Location: Irvine, CA. Need to work out of client Irvine offices at least 3 days a week and preferably 5 days a week. Duration: 6+ months. Responsibilities include defining project plans in collaboration with different staff, BI manager, and BI developers, collecting updates on the projects, and preparing reports/presentations for senior...
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Project Manager- Irvine, CA
1 week ago
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Project Manager- Irvine, CA
2 weeks ago
Irvine, CA, United States Staffing the Universe Full timeProject Manager Location: Irvine, CA. Need to work out of client Irvine offices at least 3 days a week and preferably 5 days a week. Duration: 6+ months. Responsibilities include defining project plans in collaboration with different staff, BI manager, and BI developers, collecting updates on the projects, and preparing reports/presentations for senior...
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Project Manager- Irvine, CA
2 weeks ago
Irvine, CA, United States Staffing the Universe Full timeProject Manager Location: Irvine, CA. Need to work out of client Irvine offices at least 3 days a week and preferably 5 days a week. Duration: 6+ months. Responsibilities include defining project plans in collaboration with different staff, BI manager, and BI developers, collecting updates on the projects, and preparing reports/presentations for senior...
