Client Relationship Specialist
2 weeks ago
**Your opportunity**
_At Schwab,_ _youre_ _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. Youll 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 isnt 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
**Whats in it for you**
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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
Whats in it for you:
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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
Schwab 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.
-
Client Relationship Specialist
5 days ago
Bellevue, Washington, United States Gallagher Benefit Service Full timeRisk Management ExpertiseGallagher Benefit Services is a leading provider of innovative solutions for workplace benefits. As a member of our team, you will have the opportunity to leverage your risk management expertise to drive business growth and success.We believe that every individual brings unique perspectives and skills to the table. If you're...
-
Client Relationship Specialist
6 days ago
Bellevue, Washington, United States Coldstream Capital Management Full timeColdstream Capital Management is committed to providing our clients with exceptional service and expertise in wealth management. As a Client Service Associate, you will play a critical role in delivering this experience and helping us grow our business.Key ResponsibilitiesSupporting the Centralized Client Service team in responding to client inquiries and...
-
Client Relationship Manager
14 hours ago
Bellevue, Washington, United States NetApp Full timeAbout NetAppWe enable customers to turn challenges into business opportunity by leveraging our expertise in cloud data services and storage solutions.Our approach focuses on understanding the unique needs of each customer, combining fresh thinking with proven strategies to deliver tailored solutions.As an Enterprise Client Executive at NetApp, you will play...
-
Client Relationship Executive
5 days ago
Bellevue, Washington, United States GLY Construction Full timeAbout the CompanyAt GLY Construction, we're committed to delivering exceptional results and building strong relationships with our clients. We're seeking a talented Client Relationship Executive to join our team and help drive business growth through strategic client relationship management.Job SummaryThe Client Relationship Executive will be responsible for...
-
Insurance Team Member
2 days ago
Bellevue, Washington, United States Chris Jones - State Farm Agent Full timeCompany OverviewChris Jones - State Farm Agent is a dynamic and fast-paced office seeking an experienced client relationship specialist to join our team. As an Agent Team Member, you will be responsible for building strong relationships with clients and driving business growth through exceptional customer service.Salary and BenefitsAs a valued member of our...
-
Client Relationship Manager
3 days ago
Bellevue, Washington, United States First Tech Federal Credit Union Full timeWe are seeking a highly skilled and motivated Client Relationship Manager to join our team at First Tech Federal Credit Union. In this role, you will work closely with one of our top-performing financial advisors, managing and nurturing existing client relationships while ensuring exceptional client service. This opportunity provides comprehensive financial...
-
Client Relationship Manager
6 days ago
Bellevue, Washington, United States Alden Capital Management LLC Full timeAlden Capital Management is seeking a Client Relationship Manager to join our top-producing, independent wealth management firm. This role is ideal for an organized, detail-oriented professional who enjoys client interaction, event planning, and marketing. As a Client Relationship Manager, you will enhance client relationships, manage administrative...
-
Client Relationship Manager
3 weeks ago
Bellevue, Washington, United States Alden Capital Management LLC Full timeAlden Capital Management is seeking a Client Relationship Manager to join our top-producing, independent wealth management firm. This role is ideal for an organized, detail-oriented professional who enjoys client interaction, event planning, and marketing. As a Client Relationship Manager, you will enhance client relationships, manage administrative...
-
Client Relationship Manager
4 days ago
Bellevue, Washington, United States Gallagher Benefit Services Full timeUnlock Endless Possibilities at Gallagher Benefit ServicesGallagher Benefit Services is a dynamic company where you can shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. We believe that every candidate brings something...
-
Client Relationship Manager
22 hours ago
Bellevue, Washington, United States CV Resources Full timeTemporary Client Relationship Manager – Medical Concierge Location: Downtown Bellevue Pay: Starting at $35 an hour Job Type: Temporary (3+ Month Assignment) Industry: Healthcare / Medical Concierge CV Resources is hiring a Client Relationship Manager for a medical concierge service. This temporary role is ideal for individuals with customer service and...
-
Client Relationship Manager
24 hours ago
Bellevue, Washington, United States CV Resources Full timeTemporary Client Relationship Manager – Medical ConciergeLocation: Downtown BellevuePay: Starting at $35 an hourJob Type: Temporary (3+ Month Assignment)Industry: Healthcare / Medical ConciergeCV Resources is hiring a Client Relationship Manager for a medical concierge service. This temporary role is ideal for individuals with customer service and patient...
-
Client Relationship Manager
22 hours ago
Bellevue, Washington, United States CV Resources Full timeTemporary Client Relationship Manager - Medical ConciergeLocation: Downtown BellevuePay: Starting at $35 an hourJob Type: Temporary (3+ Month Assignment)Industry: Healthcare / Medical ConciergeCV Resources is hiring a Client Relationship Manager for a medical concierge service. This temporary role is ideal for individuals with customer service and patient...
-
Client Relationship Director
2 days ago
Bellevue, Washington, United States Lenovo Full timeAbout This Role:We are looking for a highly skilled sales professional to join our team as a Sr. Client Manager. In this role, you will be responsible for driving growth in our Large Enterprise Accounts by implementing account strategies that leverage our entire Solutions and Services portfolio.Your Key Responsibilities:Understand clients' needs and...
-
Client Relationship Manager
6 days ago
Bellevue, Washington, United States Xenon Arc Full timeCareer OpportunitiesXenon Arc offers career opportunities for those passionate about delivering exceptional customer experiences. Our teams work together to drive business results and create long-term value for our clients and customers.Job SummaryThis role involves working with customers, resolving issues, and providing excellent customer service throughout...
-
Client Service Specialist
1 day ago
Bellevue, Washington, United States Mercer Advisors Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A family office for your family." We connect the dots of our clients' financial...
-
Verizon Customer Service Associate
4 days ago
Bellevue, Washington, United States Genesis Global Specialist Full timeJob Description Job Description Genesis Global controls the operations of our client's marketing promotions by executing customer service and sales outreach campaigns for a designated territory. Our Verizon Customer Service Associate team connects directly to Verizon's new and existing customer base and generates interest, facilitates the sales enrollment...
-
Verizon Customer Service Associate
1 day ago
Bellevue, Washington, United States Genesis Global Specialist Full timeGenesis Global controls the operations of our client's marketing promotions by executing customer service and sales outreach campaigns for a designated territory.Our Verizon Customer Service Associate team connects directly to Verizon's new and existing customer base and generates interest, facilitates the sales enrollment process, and increases customer...
-
Client Executive
1 week ago
Bellevue, Washington, United States NetApp Full timeClient Executive at NetApp summary:As a Client Executive at NetApp, you will manage a portfolio of 10-15 enterprise accounts, focusing on driving revenue growth through strategic relationship building and consultative selling. Collaborating with technical specialists, you will align customer needs with innovative cloud and storage solutions, ensuring...
-
Senior Client Relationship Manager
7 hours ago
Bellevue, Washington, United States ZS Associates Full timeAbout ZS AssociatesZS Associates is a dynamic and innovative company that's committed to helping our clients achieve their goals. Our team of experts provides cutting-edge consulting services to help businesses navigate complex challenges and stay ahead of the competition.
-
Enterprise Client Leader
19 hours ago
Bellevue, Washington, United States NetApp Full timeAbout NetAppWe are the intelligent data infrastructure company, turning a world of disruption into opportunity for every customer.No matter the data type, workload or environment, we help our customers identify and realize new business possibilities.As an Enterprise Client Executive at NetApp, you will take ownership of a select portfolio of 10-15 named...
