Client Relationship Specialist

2 weeks ago


Philadelphia, Pennsylvania, United States Charles Schwab Full time
Unlock Your Potential as a Client Relationship Specialist

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 delivering an unparalleled client experience and driving the operational success of our local Schwab branch.

Key Responsibilities:
  • Provide exceptional customer service to clients, addressing their needs and concerns with tact and diplomacy
  • Work closely with the Client Relationship Manager and Branch Manager to achieve business objectives and deliver a high level of client satisfaction
  • Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored solutions to meet their needs
  • Stay up-to-date on industry developments and regulatory requirements, ensuring compliance with brokerage regulations and rules
What We Offer:
  • A competitive salary and bonus or incentive opportunities
  • A comprehensive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and family building benefits
  • Tuition reimbursement and ongoing training and development opportunities to support your career growth
Why Join Charles Schwab?

We're a purpose-driven organization that values our employees' contributions and well-being. Our supportive culture and focus on development mean you'll have the tools you need to make a positive impact in the finance industry.



  • Philadelphia, Pennsylvania, United States Charles Schwab Full time

    Job Summary:As a Client Relationship Specialist at Charles Schwab, you will play a critical role in delivering an unparalleled client experience. You will work closely with your Client Relationship Manager and Branch Manager to assist in the operational success of the local Schwab branch. This is an excellent opportunity to bring your passion for customer...


  • Philadelphia, Pennsylvania, United States Charles Schwab Full time

    Unlock Your PotentialAt 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 delivering an unparalleled client experience in our local branch. Under the guidance of your Client Relationship Manager and Branch Manager, you'll assist in operational...


  • Philadelphia, Pennsylvania, United States Charles Schwab Full time

    Unlock Your Potential in Financial ServicesAt 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 delivering an unparalleled client experience, working closely with your Client Relationship Manager and Branch Manager to drive operational...


  • Philadelphia, Pennsylvania, United States cyberThink Full time

    Job Title: Client Relationship SpecialistAt cyberThink, we're seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our Branch Network, you'll play a critical role in delivering exceptional client experiences and driving operational success.About the Role:This is an exciting opportunity for a customer-focused individual...


  • Philadelphia, Pennsylvania, United States Charles Schwab Full time

    Client Relationship SpecialistAt Charles Schwab, we're seeking a Client Relationship Specialist to deliver exceptional service and support to our clients in a local branch. As a key member of our team, you'll play a critical role in the operational success of our branch, working closely with your Client Relationship Manager and Branch Manager to deliver an...


  • Philadelphia, Pennsylvania, United States Grant Thornton Full time

    About the RoleGrant Thornton is seeking a Client Relationship Director to lead business development efforts in Philadelphia, PA. As a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building relationships with senior partners and C-suite executives, and driving sales growth.Key...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job Title: Private Client Relationship ManagerCitizens is seeking a Private Client Relationship Manager to join our team. As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key Responsibilities:Acquire qualified, new-to-wealth relationships through...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and retain...


  • Philadelphia, Pennsylvania, United States MTS Pro Services Full time

    At MTS Pro Services, we're seeking a seasoned professional to lead our client relationships and drive growth. As a key member of our team, you'll foster strong connections with our IT Managed Services clients, understanding their unique needs and delivering tailored solutions.Key Responsibilities:Cultivate strategic relationships with clients through a...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryWe are seeking a skilled Private Client Relationship Manager to join our team at Citizens. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key Responsibilities:Acquire...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryWe are seeking a skilled Private Client Relationship Manager to join our team at Citizens. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial planning and advice to help them achieve their financial goals.Key...


  • Philadelphia, Pennsylvania, United States KOP Solutions, Inc Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Client Support Specialist to join our team at KOP Solutions, Inc. As a key member of our Client Support team, you will be responsible for providing exceptional customer service and support to our clients.Your primary responsibilities will include:Providing timely and effective support to...


  • Philadelphia, Pennsylvania, United States EMG Group Full time

    Job SummaryEmpire Management Group is seeking a highly skilled Client Support Specialist to join our team. This role will be responsible for providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely and effective support to clients via phone, email, and in-personWork...


  • Philadelphia, Pennsylvania, United States RPI Philadelphia Full time

    Client Support RepresentativeAt Rocksteady Promotions, we're on a mission to deliver exceptional client experiences that drive business growth. We're seeking a highly motivated and customer-focused individual to join our Client Support Representative team.Key Responsibilities:Engage with potential customers to educate them on our clients' products and...


  • Philadelphia, Pennsylvania, United States KOP Solutions, Inc Full time

    We are seeking a highly skilled Client Support Specialist to join our team at KOP Solutions, Inc. As a key member of our Client Support team, you will be responsible for providing exceptional customer service and support to our clients. Through our comprehensive training program, you will develop the skills and knowledge necessary to succeed in this role and...


  • Philadelphia, Pennsylvania, United States Top Stack Full time

    Job Title: Senior Client Onboarding SpecialistAt Top Stack, we're revolutionizing the human capital industry by putting people back at the forefront. As a Senior Client Onboarding Specialist, you'll play a crucial role in ensuring our clients' benefit setups are accurate and compliant with regulatory guidelines.Key Responsibilities:Conduct thorough audits of...


  • Philadelphia, Pennsylvania, United States Top Stack Full time

    Job DescriptionThe Senior Client Onboarding Specialist is responsible for ensuring the accuracy and compliance of client benefit setups, resolving discrepancies, and collaborating with internal teams to improve process efficiency.Key Responsibilities:Conduct thorough audits of healthcare client benefit setups to guarantee accuracy and compliance with...


  • Philadelphia, Pennsylvania, United States Pyramid Consulting Full time

    Job Title: Client Setup SpecialistJob Summary:We are seeking a skilled Client Setup Specialist to join our team at Pyramid Consulting, Inc. The ideal candidate will have experience in benefits administration, auditing, and quality assurance.Key Responsibilities:Audit client setup documents, including benefit templates, to ensure compliance with established...


  • Philadelphia, Pennsylvania, United States David Samuel - State Farm Agent Full time

    Position OverviewBenefits:Performance-based bonusesCareer advancement opportunitiesPaid time offROLE SUMMARY:As a Client Relations Specialist at David Samuel - State Farm Agent, you will play a pivotal role in creating outstanding client interactions that contribute to the success of our insurance agency. Your keen attention to detail, strong customer...


  • Philadelphia, Pennsylvania, United States Top Stack Full time

    Job SummaryThe Senior Client Onboarding Specialist is responsible for ensuring seamless client onboarding experiences by auditing and validating benefit setups, resolving discrepancies, and maintaining compliance with regulatory and contractual guidelines.Key Responsibilities:Conduct thorough audits of healthcare client benefit setups to guarantee accuracy...