![Disability Solutions](https://media.trabajo.org/img/noimg.jpg)
Client Relationship Specialist
3 weeks ago
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.
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
-
Client Relationship Specialist
1 week ago
Town of Pittsford, United States Charles Schwab Full timePosition Type: RegularYour opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can...
-
Client Relationship Specialist
3 weeks ago
TOWN OF PITTSFORD, United States Charles Schwab Full timePosition Type: RegularYour opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can...
-
Client Relationship Specialist
3 weeks ago
TOWN OF PITTSFORD, United States Charles Schwab Full timePosition Type: RegularYour opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can...
-
Client Relationship Specialist
1 week ago
King of Prussia, Pennsylvania, United States Peoples Security Bank & Trust Company Full timeJoin the team at Peoples Security Bank & Trust Company, where we value your potential and growth. As a Client Relationship Specialist, you will provide outstanding service to our customers and prospects, focusing on fulfilling the financial requirements of our diverse community. Your role will involve advising clients, offering tailored financial solutions,...
-
Client Relationship Specialist
3 weeks ago
Town of Pittsford, NY, United States Charles Schwab Full timePosition Type: RegularYour opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can...
-
Project Engineer
2 weeks ago
Town of Ghent, United States Client Full timeProject Engineer (Electromechanical) (m/f/d)Remote/Field based - Flanders, Belgiumâ¬3,500 - â¬5,000 per month (13,92) + Company Vehicle (with Private Use) + Holiday + Meal Tickets + Health Insurance + Remote Role with travel to customer sitesExcellent Opportunity for a skilled Engineer with hands on experience to join a growing company in a role...
-
Client Relations Specialist
4 days ago
Amherst, Ohio, United States Kelly Services, Inc. Full timePosition OverviewAs a Client Relations Specialist, you will play a crucial role in ensuring customer satisfaction and operational efficiency. Your primary responsibilities will include:Key ResponsibilitiesDeveloping and overseeing standard pricing proposals, sales transactions, and product returns using enterprise resource planning software.Responding to...
-
Client Relationship Manager
12 hours ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob SummaryWe are seeking a highly skilled and experienced National Client Manager to join our team at Reliance Matrix. As a key member of our organization, you will be responsible for managing and owning the overall client relationship, delivering exceptional customer experiences, and driving business growth.Key ResponsibilitiesClient Relationship...
-
Client Engagement Specialist
1 week ago
King of Prussia, Pennsylvania, United States Monarch Staffing Full timePosition OverviewExciting Career Opportunity | Client Engagement Specialist | Monarch Staffing | Full-Time | Competitive CompensationMonarch Staffing is seeking a dedicated and personable Client Engagement Specialist to enhance our team. If you possess a friendly demeanor, are driven, organized, and efficient, this role may be ideal for you. This position...
-
Client Relationship Executive
1 week ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob Responsibilities and Requirements The Client Relationship Executive is accountable for overseeing dedicated client portfolios that encompass between 500 to 2,000 lives. This role serves as the primary liaison for clients, providing consultative support on contracts, plan configurations, financial inquiries, renewal processes, and the resolution of...
-
Partner (Client Relationship Leader)
3 months ago
King of Prussia, United States JM Search Full timeAs a Partner (Client Relationship Leader) at JM Search, you will be a key driver in expanding our client portfolio within the retained executive search domain. Leveraging your network and proven relationship management, client management and business development expertise, you will cultivate and foster relationships with Private Equity firms, driving...
-
Client Specialist
3 weeks ago
King of Prussia, United States Talbots Full timeJob Number: 22010 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...
-
National Client Relationship Manager
1 week ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timePosition OverviewThe National Client Manager (NCM) plays a pivotal role in overseeing the entire customer journey for designated national clients while managing and nurturing the overall client relationship. Leading a team of skilled professionals, the NCM is responsible for delivering on commitments, maximizing our service capabilities, and addressing...
-
National Client Relationship Manager
4 days ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timePosition OverviewThe National Client Manager (NCM) plays a pivotal role in ensuring a superior customer experience for designated national clients while overseeing the comprehensive client relationship. Leading a dedicated team of professionals, the NCM is responsible for fulfilling commitments, harnessing our service capabilities to surpass client...
-
Bilingual Client Services Specialist
4 days ago
King of Prussia, Pennsylvania, United States Jobot Full timePosition Overview: We are seeking a skilled and client-oriented Senior Client Services Specialist to enhance our client's financial services organization. Key Responsibilities: Manage and nurture client relationships, ensuring exceptional service delivery.Support financial advisors in providing comprehensive wealth management solutions.Maintain and update...
-
National Client Relationship Manager
3 days ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob Responsibilities and Requirements The National Client Manager (NCM) is responsible for overseeing the complete customer journey with designated national clients while managing and nurturing the overall client partnership. Leading a team of skilled professionals, the NCM is dedicated to fulfilling commitments, maximizing service capabilities, and...
-
Client Services Specialist
3 weeks ago
King of Prussia, United States Worldwide Insurance Services Full timeJob DescriptionJob DescriptionWe are adding a Client Service Specialist to our Individual Sales team! The Client Services Specialist’s primary responsibility will be to manage the member experience as a form of year-round retention for our broker community. The Client Services Specialist will be accountable for customer and broker satisfaction, problem...
-
Client Services Specialist
6 days ago
King of Prussia, United States Worldwide Insurance Services Full timeJob DescriptionJob DescriptionWe are adding a Client Service Specialist to our Individual Sales team! The Client Services Specialist’s primary responsibility will be to manage the member experience as a form of year-round retention for our broker community. The Client Services Specialist will be accountable for customer and broker satisfaction, problem...
-
Client Success Strategist
1 week ago
Amherst, Massachusetts, United States Bravado Full timeCustomer Success Manager (Remote)Location: United States of AmericaCompensation: $90,000 – $130,000 OTEBravado is a prominent software firm specializing in a comprehensive range of solutions designed to improve collaboration, enhance productivity, and optimize project management within organizations. Our offerings encompass tools for project oversight,...
-
Client Success Strategist
1 week ago
Amherst, Massachusetts, United States Bravado Full timeCustomer Success Manager (Remote)Location: United States of AmericaCompensation: $90,000 – $130,000 OTEBravado is a prominent software firm specializing in a comprehensive range of solutions designed to enhance collaboration, efficiency, and project oversight within organizations. Our offerings encompass tools for project management, team interaction, and...