![Charles Schwab](https://media.trabajo.org/img/noimg.jpg)
Client Relationship Specialist- La Jolla, CA
3 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 have1+ 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
-
Client Relationship Specialist- La Jolla, CA
3 months ago
Pauma Valley, 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 service...
-
Client Relationship Specialist- La Jolla, CA
3 months ago
Valley Center, 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 service...
-
Client Relationship Specialist
3 days ago
Apple Valley, California, United States Bank of America Full timePosition Overview The role of a Client Relationship Specialist is pivotal in establishing and nurturing connections with clients at our financial center. This position entails identifying the banking requirements of both individual and small business clients, providing tailored solutions, and facilitating introductions to specialized services. Key...
-
Client Service Specialist- AT&T
3 weeks ago
Mill Valley, United States Clear Concepts Management Full timeJob DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a strong foundation of...
-
Client Service Specialist- AT&T
2 weeks ago
Mill Valley, United States Clear Concepts Management Full time $55,000 - $65,000Job DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at our firm. In this role, you'll have the chance to build a strong foundation of customer service...
-
Crisis Specialist EMPACT
3 weeks ago
San Tan Valley, United States La Frontera Empact Full timeWho we are: EMPACT- Suicide Prevention Center, part of the La Frontera family, is an industry-leading non-profit organization dedicated to providing valued community services and resources for behavioral health counseling, crisis intervention, and suicide prevention since 1987. We are an EEO/AA Employer. What you’ll do:Empact is proud to be part of a...
-
Intake Specialist EMPACT
3 weeks ago
San Tan Valley, United States La Frontera Empact Full timeWho we are: EMPACT- Suicide Prevention Center, part of the La Frontera family, is an industry leading non-profit organization dedicated to providing valued community services and resources for behavioral health counseling, crisis intervention, and suicide prevention since 1987. We are an EEO/AA Employer. What you'll do: Our Clinical Service Liaison/Intake...
-
Crisis Specialist EMPACT
4 weeks ago
San Tan Valley, United States La Frontera Center Inc. Full timeJob DescriptionJob DescriptionWho we are:EMPACT- Suicide Prevention Center, part of the La Frontera family, is an industry-leading non-profit organization dedicated to providing valued community services and resources for behavioral health counseling, crisis intervention, and suicide prevention since 1987. We are an EEO/AA Employer. What you’ll do:Empact...
-
Crisis Specialist EMPACT
3 weeks ago
San Tan Valley, United States La Frontera Center Inc. Full timeJob DescriptionJob DescriptionWho we are:EMPACT- Suicide Prevention Center, part of the La Frontera family, is an industry-leading non-profit organization dedicated to providing valued community services and resources for behavioral health counseling, crisis intervention, and suicide prevention since 1987. We are an EEO/AA Employer. What you’ll do:Empact...
-
Crisis Intervention Specialist
4 days ago
San Tan Valley, Arizona, United States La Frontera Arizona Full timeAbout Us: La Frontera Arizona is a prominent non-profit organization committed to delivering essential community services and resources in the realm of behavioral health counseling, crisis management, and suicide prevention. Since our inception in 1987, we have been dedicated to making a difference in the lives of individuals and families in need. We...
-
Crisis Intervention Specialist
3 days ago
San Tan Valley, Arizona, United States La Frontera Arizona Full timeAbout Us: La Frontera Arizona is a prominent non-profit organization committed to delivering essential community services and resources in the realm of behavioral health counseling, crisis management, and suicide prevention. Since our inception in 1987, we have been dedicated to making a difference in the lives of individuals and families. We are proud...
-
Peer Support Specialist EMPACT
1 month ago
San Tan Valley, United States La Frontera Arizona Full timeWho we are: EMPACT- Suicide Prevention Center, part of the La Frontera family, is an industry leading non-profit organization dedicated to providing valued community services and resources for behavioral health counseling, crisis intervention, and suicide prevention since 1987. We are an EEO/AA Employer. What you’ll do: The primary...
-
Housing Specialist EMPACT
1 month ago
San Tan Valley, United States La Frontera Center Inc. Full timeJob DescriptionJob DescriptionWho we are:EMPACT- Suicide Prevention Center, part of the La Frontera family, is an industry-leading non-profit organization dedicated to providing valued community services and resources for behavioral health counseling, crisis intervention, and suicide prevention since 1987. We are an EEO/AA Employer. What you’ll do:We are...
-
Intake Specialist EMPACT
1 month ago
San Tan Valley, United States La Frontera Center Inc. Full timeJob DescriptionJob DescriptionWho we are:EMPACT- Suicide Prevention Center, part of the La Frontera family, is an industry leading non-profit organization dedicated to providing valued community services and resources for behavioral health counseling, crisis intervention, and suicide prevention since 1987. We are an EEO/AA Employer. What you’ll do:Our...
-
Client Support Specialist
4 days ago
Fountain Valley, California, United States Resource Label Group LLC Full timeClient Support Specialist at Resource Label Group LLCResource Label Group LLC is a leading provider of labeling and packaging solutions across diverse sectors. We are currently in search of a Client Support Specialist to enhance our team. The successful candidate will be instrumental in facilitating the sales process while delivering outstanding client...
-
Childcare Support Specialist
4 days ago
Green Valley, Arizona, United States La Posada de Santa Fe Full timePosition Overview:We are currently in search of a Per Diem Childcare Support Specialist. This role is perfect for individuals who are nurturing, reliable, detail-oriented, adept at prioritizing tasks, enjoy guiding and educating others, value collaboration, and have a passion for working with children. Flexibility in scheduling is essential as hours will...
-
Client Relations Specialist
3 days ago
Mill Valley, California, United States Clear Concepts Management Full timeJob OverviewClear Concepts Management is a dynamic customer acquisition firm committed to assisting our clients in broadening their customer reach and fostering growth. We focus on innovative outreach methodologies and solutions to connect brands with prospective customers. As a Client Relations Specialist, you will be instrumental in establishing and...
-
Peer Support Specialist EMPACT
1 month ago
San Tan Valley, United States La Frontera Center Inc. Full timeJob DescriptionJob DescriptionWho we are:EMPACT- Suicide Prevention Center, part of the La Frontera family, is an industry leading non-profit organization dedicated to providing valued community services and resources for behavioral health counseling, crisis intervention, and suicide prevention since 1987. We are an EEO/AA Employer. **Sign-on incentives...
-
Canine Training Specialist in Las Vegas
3 days ago
Spring Valley, Nevada, United States Off Leash K9 Training Full timePosition OverviewAre you passionate about canine care and training? Do you enjoy assisting pet owners in enhancing their dogs' behavior? If you possess exceptional customer service skills and a strong work ethic, we have an exciting opportunity for you.Off Leash K9 Training, LLC, a leader in the dog training industry, is seeking to expand our team with...
-
Sanitation Specialist
3 days ago
Green Valley, Arizona, United States La Posada at Park Center Full timeJoin Our Team at La Posada at Park CenterWe are seeking a dedicated full-time Sanitation Specialist to enhance our Environmental Services team. At La Posada, you will play a vital role in ensuring a clean and welcoming environment for our residents. If you prioritize exceptional service and uphold strong ethical standards, this position may be ideal for...