Client Relationship Specialist
3 weeks ago
Position 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 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. We proudly support a diverse and multicultural client base. Candidates with multilingual skills - including Mandarin/Cantonese - are strongly encouraged to apply, as language capabilities enhance our ability to serve our clients effectively. What you haveRequired Qualifications: 1+ years of Client/Customer Service experienceFluency in Mandarin and/or Cantonese (verbal and written) to support the needs of a diverse client basePreferred 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 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.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 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 insurance
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Client Relationship Specialist
3 hours ago
Arcadia, California, United States Charles Schwab Full timeYour 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 Relationship Manager and...
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Client Relationship Specialist
6 days ago
Arcadia, United States Charles Schwab Full timeYour 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 Relationship Manager and...
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Client Relationship Specialist
3 weeks ago
Arcadia, 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
Arcadia, 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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Arcadia, United States U.S. Bank Full timeA leading financial institution is seeking Client Relationship Consultants for their locations in California. The role requires building strong client relationships and assisting customers with banking needs. Successful candidates will have significant experience in customer service and sales, preferably bilingual in Mandarin and English. The position offers...
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Client Relationship Consultant
5 hours ago
Arcadia, United States U.S. Bank Full timeBilingual ability to read, write, and speak in business-level proficiency of Mandarin language and English. At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our...
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Client Relationship Consultant
6 hours ago
Arcadia, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
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Senior Relationship Banker
12 hours ago
Arcadia, United States East West Bancorp Full timedivh2Senior Relationship Banker/h2pBeing the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Sr. Relationship Banker, you will play a key role in managing, retaining,...
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Marketing Specialist
3 hours ago
Arcadia, California, United States SoCal Digestive Wellness Full timeJob descriptionCompany DescriptionWe are a gastroenterology practice looking to hire a candidate to help us promote endoscopic bariatric procedures and recruit potential patients.Role DescriptionThis is a part-time hybrid role for a Marketing Specialist based in Arcadia, CA. The Marketing Specialist will be responsible for developing and implementing...
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Client Relationship Consultant 3
1 week ago
Arcadia, United States U.S. Bank Full timeClient Relationship Consultant 3 (Banker) - Arcadia-Baldwin Ave - Arcadia, CA (35 hrs) - Bilingual Mandarin and English page is loaded## Client Relationship Consultant 3 (Banker) - Arcadia-Baldwin Ave - Arcadia, CA (35 hrs) - Bilingual Mandarin and Englishlocations: Arcadia, CAtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date:...
