Client Relationship Specialist
6 days ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in the operational success of our local branch, under the guidance of your Client Relationship Manager and Branch Manager. You'll assist in delivering an unparalleled client experience and have the opportunity to bring your passion for customer service to a role that will champion your growth in the financial services industry.
Key Responsibilities- Provide exceptional client service and support to our clients
- Assist in the operational success of the branch, including handling client needs with tact and diplomacy
- Develop and maintain good cross-enterprise working relationships
- Support the development and growth of the branch team
We offer a competitive benefits package that takes care of the whole you – both today and in the future. This includes:
- 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
- 1+ years of Client/Customer Service experience
- Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry
- 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
-
Executive Client Relationship Manager
5 days ago
Washington, Washington, D.C., United States AMA CONSULTING Full timeJob Title: Engagement DirectorAt AMA Consulting, we are seeking an experienced Engagement Director to provide executive-level oversight and direction for client relationships, ensuring successful project delivery and maintaining high levels of client satisfaction.Key Responsibilities:Serve as the primary point of contact for executive-level client...
-
Client Account Specialist
4 weeks ago
Washington, Washington, D.C., United States Fawkes IDM Full timeJob DescriptionFawkes IDM seeks a skilled Client Account Specialist to join our team. As a key member of our financial operations team, you will be responsible for establishing and maintaining professional relationships with attorneys, staff, and clients to ensure compliance with both attorney and client specifications.Key Responsibilities:Manage billing and...
-
Veterinary Client Care Specialist
2 days ago
Washington, Washington, D.C., United States Ethos Veterinary Health Full timeClient Care Specialist - Veterinary TeamAre you passionate about animal care and looking for a challenging role in a dynamic veterinary practice? We are seeking a skilled Client Care Specialist to join our team at Ethos Veterinary Health. As a Client Care Specialist, you will be the primary point of contact for our clients, providing exceptional customer...
-
Senior Client Account Specialist
3 weeks ago
Washington, Washington, D.C., United States Cleary Gottlieb Steen & Hamilton LLP Full timeJob Title: Senior Client Account SpecialistCleary Gottlieb Steen & Hamilton LLP is seeking a highly skilled Senior Client Account Specialist to join our team. As a key member of our finance department, you will be responsible for the successful execution of the billing and collection strategy for assigned partners or office/practice groups.Key...
-
Travel Nurse ICU Specialist
5 days ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeJob Title: Travel Nurse ICU SpecialistWe are seeking a skilled Travel Nurse ICU Specialist to join our team at a top-rated healthcare facility in Rapid City, South Dakota.Job Summary:This is a 12-week travel nursing opportunity for a highly motivated and experienced ICU Nurse RN to work in a fast-paced Intensive Care Unit environment. The ideal candidate...
-
Client Relations Specialist
3 weeks ago
Washington, Washington, D.C., United States Maverick Marketing Full timeJob OverviewMaverick Marketing is seeking a highly skilled Client Relations Associate to join our team. As a key member of our Client Relations and Customer Service Team, you will play a vital role in building and maintaining long-lasting business relationships with our clients.Key Responsibilities:Establish and maintain strong relationships with clients to...
-
Client Service Representative
1 month ago
Washington, Washington, D.C., United States Rotunda Software Full time{"title": "Client Service Specialist", "description": "Unlock Your Potential in a Meaningful RoleAre you passionate about delivering exceptional service and making a positive impact? We're seeking a talented Client Service Specialist to join our team at Rotunda Software.As a key member of our international team, you'll play a vital role in helping churches...
-
Wealth Relationship Manager
18 hours ago
Washington, Washington, D.C., United States Citigroup Inc Full timeJob SummaryThe Wealth Relationship Manager - SAFE Act is a critical role within Citigroup Inc. that requires a seasoned professional with expertise in financial planning and relationship management. The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to build and maintain strong relationships with...
-
Account Manager
2 days ago
Washington, Washington, D.C., United States Allied Full timeAccount Manager - Client Growth SpecialistWe are seeking a talented and driven Account Manager to join our team at Allied, a mission-motivated company that is revolutionizing paid media in politics and public affairs. In this role, you will support our Client Services team in managing and growing key accounts; collaborate with internal teams to provide...
-
Relationship Banker
2 weeks ago
Washington, Washington, D.C., United States Bank of America Full timeJob Title: Relationship BankerWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...
-
Relationship Therapist
4 days ago
Washington, Washington, D.C., United States Mary's Center Full timeJob SummaryMary's Center is seeking a skilled Relationship Therapist to join our team in our outpatient behavioral health clinic. The ideal candidate will have a master's degree in Marriage/Couple and Family Therapy, Social Work, Counseling, Psychology or related field and a license in Maryland or DC. Previous experience with relationship work is ideal, but...
-
Relationship Therapist
4 weeks ago
Washington, Washington, D.C., United States Mary's Center Full timeAbout the RoleMary's Center is seeking a skilled Relationship Therapist to join our outpatient behavioral health clinic team. As a key member of our team, you will provide high-quality mental health services to individuals, couples, and families, with a focus on relationship cases.Key ResponsibilitiesConduct diagnostic assessments, develop treatment plans,...
-
Senior Client E-Billing Specialist
5 days ago
Washington, Washington, D.C., United States AMS Staffing, Inc. Full timeJob OverviewA dynamic opportunity has arisen for a Senior Client E-Billing Specialist to join the team at AMS Staffing, Inc. in Washington, DC. This full-time/direct hire role offers a salary range of $90K - $103K with comprehensive benefits and a hybrid work schedule.Key Responsibilities:Submit e-bills to clients utilizing Bill Blast and various e-billing...
-
Client Service Representative
1 month ago
Washington, Washington, D.C., United States Rotunda Software Full timeAbout the RoleWe are seeking a highly skilled and service-oriented individual to join our team as a Client Service Specialist at Rotunda Software. As a key member of our support team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and resolving any technical issues they may encounter.Key...
-
Relationship Therapist
2 weeks ago
Washington, Washington, D.C., United States Mary's Center Full timeAbout the RoleMary's Center is seeking a skilled Relationship Therapist to join our outpatient behavioral health clinic team. As a key member of our team, you will provide high-quality mental health services to individuals, couples, and families, with a focus on relationship cases.Key ResponsibilitiesConduct diagnostic assessments, develop treatment plans,...
-
Relationship Therapist
2 days ago
Washington, Washington, D.C., United States Mary's Center Full timeJob Summary: We are seeking a skilled Relationship Therapist to join our team at Mary's Center. As a key member of our outpatient behavioral health clinic, you will provide high-quality mental health services to individuals, couples, and families. Key Responsibilities: Conduct diagnostic assessments and develop treatment plans for clients.Provide...
-
Relationship Therapist
5 days ago
Washington, Washington, D.C., United States Mary's Center Full timeAbout the RoleMary's Center is seeking a skilled Relationship Therapist to join our team in our outpatient behavioral health clinic. As a key member of our team, you will provide high-quality mental health services to individuals, couples, and families, with a focus on relationship cases.Key ResponsibilitiesConduct diagnostic assessments, develop treatment...
-
Market Relationship Banker
3 weeks ago
Washington, Washington, D.C., United States Old National Bank Full timeJob SummaryOld National Bank is seeking a skilled Market Relationship Banker to join our team. As a key member of our Community Banking Center, you will be responsible for developing and cultivating long-term client relationships by providing personalized financial solutions and expert advice.Key ResponsibilitiesDevelop and grow client relationships through...
-
Nurse Care Specialist
13 hours ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeUnlock Your Nursing Potential with HealthEcareers - ClientAt HealthEcareers - Client, we strive to provide a compassionate care environment that empowers our nursing staff to deliver exceptional care to our residents.Licensed Practical Nurse (LPN) Benefits:Growth OpportunitiesNext Day Pay AvailableSign-on BonusEmployee Rewards ProgramTuition...
-
Travel Nurse ICU Specialist
2 weeks ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeJob Title: Travel Nurse ICU SpecialistCoast Medical Service is seeking a skilled Travel Nurse ICU Specialist to join their team in Washington, District of Columbia.Job SummaryWe are looking for a highly motivated and experienced Travel Nurse ICU Specialist to provide high-quality patient care in a fast-paced ICU environment. As a Travel Nurse ICU Specialist,...