Client Relationship Specialist
4 weeks ago
Position Type: Regular Your opportunity Ensure you read the information regarding this opportunity thoroughly before making an application. 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 have Required 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 In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so 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 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
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Client Relationship Specialist
3 weeks ago
Annapolis, MD, United States Charles Schwab Full timePosition Type: Regular While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required. Your opportunity 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...
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Client Relationship Specialist
4 weeks ago
Annapolis, MD, United States Charles Schwab Full timePosition Type: Regular Your opportunity 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. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. You’ll...
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Client Relationship Specialist
3 weeks ago
Annapolis, MD, United States Charles Schwab Full timePosition Type: Regular Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Your opportunity 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...
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Client Relationship Specialist
3 days ago
Annapolis, Maryland, United States Charles Schwab Full timeAnnapolis, MDRequisition ID Category Retail BranchPosition type RegularPay range USD $ $43.51 / HourApplication deadline Your 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...
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Client Relationship Specialist
4 days ago
Annapolis, MD, United States Charles Schwab Full timeYour Opportunity 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...
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Client Relationship Specialist
3 weeks ago
Annapolis, United States Charles Schwab Full timeYour opportunity 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...
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Client Relationship Specialist
2 days ago
ANNAPOLIS, United States Charles Schwab Full timePosition Type: RegularYour opportunity 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...
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Client Relationship Specialist
3 weeks ago
Annapolis, United States Charles Schwab Full timePosition Type: RegularWhile professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.Your 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...
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Annapolis, United States Charles Schwab Full timeA leading financial services firm in Annapolis is seeking a Client Relationship Specialist to enhance customer service and support the Branch team. This role offers training for licensing in Series 7 and 63/66, emphasizing personal growth and a meaningful work environment. Applicants should have over a year of customer service experience and strong...
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Commercial Relationship Specialist
4 weeks ago
Annapolis, United States Maryland Staffing Full timeCommercial Relationship Specialist-Francise Finance & HealthcareAt UMB Bank, the Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners. Primary responsibilities...
