Client Relationship Specialist

7 days ago


Kansas City, United States Charles Schwab Full time

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.



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.



To read more about our client offerings visit: Charles Schwab - Investor Services

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




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



  • Oklahoma City, United States Scott Tabares - State Farm Agent Full time

    Role OverviewWe are seeking a highly motivated and results-driven Client Relationship Specialist to join our State Farm Agent team. As an essential member of our team, you will play a critical role in building strong relationships with clients, providing exceptional customer service, and driving business growth through value-based conversations.Key...


  • Yuba City, California, United States Edward Jones Full time

    About the JobWe're seeking a highly skilled Client Relationship Specialist to join our team at Edward Jones. As a key member of our branch office, you'll play a vital role in building and maintaining strong relationships with clients. Our associate will work closely with our experienced financial advisors to provide exceptional service and support.The...


  • Grove City, Ohio, United States Trenton Karlson - State Farm Agent Full time

    Job Overview: Trenton Karlson - State Farm Agent seeks a talented Client Relationship Specialist to enhance our team's ability to deliver exceptional customer experiences. This role requires a detail-oriented individual with strong communication skills to build lasting relationships with clients and promote business growth.Compensation and Advantages: This...


  • Oklahoma City, Oklahoma, United States Gary Unruh - State Farm Agent Full time

    Job Description: As a Client Relationship Specialist with Gary Unruh - State Farm Agent, you will be responsible for developing and maintaining client relationships to drive retention and growth. You will conduct policy reviews, provide recommendations to clients, and oversee the resolution of complex customer issues. You will also use your knowledge of our...


  • Kansas City, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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...


  • Oklahoma City, Oklahoma, United States Bank of America Full time

    Job SummaryWe are seeking a highly motivated and experienced Client Relationship Development Specialist to join our team at Bank of America in the Oklahoma City area.About the RoleThis is a unique opportunity to build and maintain strong relationships with clients, drive business growth, and provide exceptional customer service. As a Client Relationship...


  • Oklahoma City, Oklahoma, United States UASA Full time

    Customer Service RepresentativeWe are looking for a dedicated and passionate individual to fill the role of Client Relationship Specialist. As a key member of our customer support team, you will be responsible for building and maintaining positive relationships with our customers.Your primary goal will be to ensure customer satisfaction by resolving...


  • Kansas City, Missouri, United States CONEXON Full time

    Job OverviewWe are seeking a highly skilled Client Relationship Manager to join our Account Management team at Conexon. As an integral part of our team, you will be responsible for overseeing a portfolio of assigned customers, developing new business from existing clients, and supporting other departments within Conexon to achieve efficient workflows.


  • Silver City, New Mexico, United States Edward Jones Full time

    Company OverviewAt Edward Jones, we're building a place where everyone feels like they belong. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.SalaryThe estimated salary for this role is between $20.00 and $22.26 per hour,...


  • Kansas City, Missouri, United States SS&C Technologies Full time

    SS&C TechnologiesWe are seeking a highly skilled and experienced Senior Client Relationship Manager to join our team. This role is ideal for individuals who are passionate about delivering exceptional client experiences and building strong relationships with our clients.About the RoleThis is a hybrid position, which means you will have the flexibility to...


  • Kansas City, Missouri, United States Lamb Insurance Services Full time

    Job SummaryWe are seeking an experienced Account Manager to join our team at Lamb Insurance Services. As an Account Manager, you will be responsible for the retention and servicing needs of our clients, including providing exceptional customer service, identifying opportunities for growth and development, and building strong relationships with key...


  • Kansas City, Missouri, United States Service Management Group (SMG) Full time

    About the Role:We are seeking an accomplished Client Acquisition Specialist to join our team at Service Management Group (SMG). This role offers a unique opportunity to drive business growth, build strong relationships with clients, and accelerate the sales cycle.Job Description:The successful candidate will have a proven track record in highly consultative...


  • Kansas City, Missouri, United States GSG Limited Full time

    Competitive Salary: $45,000 - $55,000 per year">We are seeking a skilled and enthusiastic Client Experience Specialist to join our team at GSG Limited. As a Customer Service Representative, you will be responsible for providing exceptional support to our diverse client base via phone, email, and chat. This role offers a unique opportunity to build...


  • Kansas City, United States The Standard Full time

    If 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 The Standard. In this role, you'll have the chance to build a strong foundation of customer service expertise while contributing to...


  • Jersey City, New Jersey, United States Alberto Santana - State Farm Agent Full time

    About the RoleWe are looking for a dedicated and customer-focused individual to fill the position of Customer Relations Representative at Alberto Santana - State Farm Agent. This full-time opportunity comes with a competitive annual salary of $52,000 and offers room for growth and development in the company.The successful candidate will possess strong...


  • North Sioux City, South Dakota, United States Edward Jones Full time

    Key ResponsibilitiesDeliver exceptional personalized service to ensure clients feel understood and informedDeepen and broaden client relationships by identifying opportunities to create efficiencyManage multiple priorities in a deadline-driven environment while maintaining a high level of professionalismDevelop a comprehensive understanding of financial...


  • Kansas City, United States SS&C Advent Full time

    Associate Client Relations & Investor Services Specialist Apply locations Kansas City, MO time type Full time posted on Posted 11 Days Ago job requisition id R29531 As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000 employees in 35 countries. Some 20,000 financial...


  • Kansas City, United States Kansas City Standard Full time

    If 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 The Standard. In this role, you'll have the chance to build a strong foundation of customer service expertise while contributing to our...


  • Jersey City, United States Euclid Innovations Full time

    Role: Client Relationship PartnerLocation: New Jersey/New York Job Summary:As a Client Relationship Executive specializing in existing accounts within the Banking and Financial sectors, you will play a pivotal role in managing and expanding relationships with our current clients. Your primary responsibilities will include:Key Responsibilities:Relationship...


  • Kansas City, United States SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...