Current jobs related to Specialist, CS&S Private Client Services - Pine - Charles Schwab
-
Client Care Specialist
2 weeks ago
Pine City, Minnesota, United States Amerivet Services LLC Full timeAs a Veterinary Customer Service Associate, you will serve as the initial point of contact for our clients, both in-person and via telephone. Your main duties will encompass managing client communications, organizing appointments, processing payments, and providing administrative assistance to the veterinary team.Key Responsibilities: Welcome clients and...
-
Client Care Specialist
2 weeks ago
Pine City, Minnesota, United States Amerivet Services LLC Full timeAs a Veterinary Customer Service Associate, you will serve as the initial point of contact for our clients, both in-person and via telephone. Your main duties will encompass managing client interactions, scheduling appointments, processing payments, and providing administrative assistance to the veterinary staff.Key Responsibilities: Welcome clients and...
-
BC-ABA Consultant
4 weeks ago
Pine Grove, United States Access Services Full timeJob DescriptionJob DescriptionAre you a BC-ABA, a Licensed Behavior Specialist seeking to complete your fieldwork and finally reach the end goal of being a Board Certified Behavior Analyst? Access Services is seeking to contract with Behavior Consultants in ABA Services (Licensed Behavior Specialists/BC-ABA Consultants) to serve children and families in...
-
BC-ABA Consultant
2 months ago
Pine Grove, United States Access Services Full timeJob DescriptionJob DescriptionAre you a BC-ABA, a Licensed Behavior Specialist seeking to complete your fieldwork and finally reach the end goal of being a Board Certified Behavior Analyst? Access Services is seeking to contract with Behavior Consultants in ABA Services (Licensed Behavior Specialists/BC-ABA Consultants) to serve children and families in...
-
La Pine, United States HealthEcareers - Client Full timeAbout the facility A facility is seeking a pediatric hospitalist for locum tenens coverage. About the facility location This facility is located 1.5 hrs from Portland, Oregon. About the clinician's workday There will be 14-hour day and night shifts. The EMR system is EPIC....
-
Cardiologist Opportunity with Private Group
4 days ago
Pine Island, Minnesota, United States myMDcareers Full time**About the Opportunity**MyMDcareers is seeking a skilled cardiologist to join our growing private group. As a specialist in this role, you will be responsible for conducting office consults and procedures, with minimal hospital admissions and light phone call responsibilities.**Key Highlights**Great balance of life and workCompetitive base salary and bonus...
-
Credentialing Specialist
1 week ago
Pine Ridge, South Dakota, United States Department Of Health And Human Services Full timePosition OverviewThis role is designated for a Credentialing Specialist responsible for overseeing the comprehensive management of the credentialing and privileging program for the medical personnel within the Department of Health and Human Services.Key ResponsibilitiesPrepare and compile detailed information packages for committee evaluations.Initiate and...
-
La Pine, United States HealthEcareers - Client Full timeAbout the facility A small hospital with beautiful attached cancer center is seeking a Hematology/Oncology Physician Assistant for locum tenens coverage. About the facility location While in coastal Oregon, catch a Glimpse of the most iconic Haystack Rock at Cannon Beach, explore the Three Capes Scenic...
-
Recruitment Specialist
3 months ago
Pine Bluff, United States Ohm Systems, Inc Full time $65,000 - $70,000Summary: We are seeking an energetic and driven Recruitment Specialist to attract and hire top talent. The ideal candidate should excel in building relationships and have a deep understanding of recruitment strategies and processes. A strong focus on sourcing, screening, and maintaining candidate relationships is essential.Position Info:Title: Recruitment...
-
Travel Nurse RN Specialist
4 days ago
Pine Ridge, South Dakota, United States Millbrook Support Services Full timeMillbrook Support Services is seeking a medical professional for a travel nursing assignment in a medical surgical setting.Job Details:Specialty: Medical SurgicalDiscipline: RNAssignment Type: TravelShift: 8 hoursHours per Week: 40Millbrook Support Services is a leading provider of healthcare staffing solutions. We offer attractive assignments with our...
-
Travel Nurse RN Specialist
2 days ago
Pine Ridge, South Dakota, United States Millbrook Support Services Full timeJob OpportunityMillbrook Support Services is seeking a medical professional for a travel nursing assignment in a medical surgical setting.Job RequirementsSpecialty: Medical SurgicalDiscipline: Registered Nurse (RN)Assignment Type: TravelShift: 8 hoursHours per Week: 40Assignment Duration: 13 weeksMillbrook Support Services offers a competitive pay package...
-
Enrollment Services Specialist
2 weeks ago
Pine Bluff, Arkansas, United States University of Arkansas System Full timeJob Title: Enrollment Services SpecialistThe University of Arkansas System is in search of a meticulous and organized Enrollment Services Specialist to enhance our team. In this role, you will undertake a range of responsibilities including data management, providing guidance on enrollment procedures, and collaborating with various University departments....
-
Client Service Coordinator- Seasonal
12 hours ago
Spruce Pine, United States H&R Block Full timeJob Description: What youll do Youll be an integral part of showcasing our passion and pride and delivering on our purposeto provide help and inspire confidence in our clients and communities everywhere. Joining H&R Block as a seasonal Receptionist means youll relentlessly focus on how to wow clients now, and in the future. Youll need the ability to work a...
-
Travel Cath Lab Technologist
7 days ago
Pine Bluff, Arkansas, United States HealthEcareers - Client Full timeJob Title: Cath Lab TechnologistHealthEcareers - Client is seeking a skilled Cath Lab Technologist to join their team in a dynamic and fast-paced environment.Job SummaryThe ideal candidate will possess excellent communication and technical skills, as well as the ability to work well under pressure. As a Cath Lab Technologist, you will be responsible for...
-
Food Preparation Specialist
1 day ago
Spruce Pine, North Carolina, United States Healthcare Services Group Full timeJob SummaryWe are seeking a skilled and dedicated Food Preparation Specialist to join our team at Healthcare Services Group. As a key member of our dining services team, you will play a vital role in ensuring the highest quality food preparation and presentation for our residents and clients.Key ResponsibilitiesPrepare and serve food, including texture...
-
Service Specialist
2 days ago
Pine Crest, Tennessee, United States Eclipse Innovations Full timeWe are seeking a skilled Service Specialist to join our team at Eclipse Innovations. As a Service Specialist, you will be responsible for delivering exceptional dining experiences to our guests.Key Responsibilities:Manage a station with cash handling in à la carte serviceCarve, fillet, and decant food itemsSupervise smaller banquet eventsOccasionally work...
-
La Pine, United States HealthEcareers - Client Full timeAbout the facility A hospital is seeking an anesthesiologist for locum tenens coverage. About the facility location While on assignment in Western Oregon, visit Washington Park for walking trails or the Portland Japanese Garden! About the clinician's workday The schedule is...
-
Senior Desktop Support Specialist
7 days ago
Pine Ridge, South Dakota, United States Cayuse Shared Services Full timePosition Overview:Cayuse Shared Services is a certified technology and government solutions provider dedicated to delivering innovative services and excellence across various sectors, focusing on minimizing risks while ensuring quality outcomes.The Senior Desktop Support Specialist will oversee and provide assistance for a diverse range of hardware,...
-
Transport Security Specialist
1 week ago
Pine Prairie, Louisiana, United States GEO Secure Services Full timeJob Title: Transport Security SpecialistCompany: GEO Secure ServicesThe Transport Security Specialist role at GEO Secure Services is focused on the safe and efficient movement of individuals in custody between various locations. This position requires adherence to safety protocols and ensuring that all transportation vehicles are maintained in optimal...
-
La Pine, United States HealthEcareers - Client Full timeAbout the facility A lab that is not connected to the main hospital is seeking an anatomic/clinical pathologist for locum tenens coverage. About the facility location Explore the eclectic neighborhoods of Portland, such as the Pearl District and Alberta Arts District. Visit iconic attractions like Powell's...
Specialist, CS&S Private Client Services
1 month ago
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.
We are seeking licensed professionals who enjoy a challenging and fast-paced work environment and want to make an impact on clients’ lives. As a High-Net-Worth Specialist, you will utilize your growing expertise to champion our high-net-worth investors’ personal financial goals, working as the first point of contact as they call in for support and guidance. You’ll have the opportunity to develop skillsets including fundamental and technical trading and securities mechanics, while also expanding your knowledge on key areas of industry focus. This can include hands-on training with managed products and robo-advising tools, further licensing aimed at developing future leaders and advice/guidance roles, as well as additional training in our specialized client segment. If you hold client service to a high standard, have a passion for continuous learning and development, and are eager to share market and economic knowledge with clients on a specialized team, this role could be for you.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
NOTE: This position is NOT available for 100% remote work.
What you have
Required Qualifications
Series 7 and 63 or 66
1-2 years of experience in Financial Services and/or Brokerage Services
Preferred Qualifications
Series 66 or 9/10
Strong market knowledge and trading experience; ability to proactively discuss trading topics and appropriate solutions with clients
Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
Ability to ask appropriate, probing questions to clearly understand the client’s needs, using good judgment when responding, and selecting language and examples tailored to the specific experience level of the client
Collaborative and relationship-focused work style with demonstrated success in a team environment
Strong candidates will have practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
