Client Relationship Specialist
1 month ago
Your 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.
What you have
Required Qualifications:
1+ years of Client/Customer Service experiencePreferred 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 Why work for us?Own Your Tomorrow embodies everything we do We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.
-
Client Solutions Specialist I
2 days ago
Harrisburg, United States LINKBANK Full timeGeneral Responsibilities / Job Summary (A brief description that summarizes the overall purpose and objective of the position and the results you are expected to accomplish):The employee would create a differentiating experience for all visitors to the solution center. Responsible for achieving solution center goals through efficient and accurate transaction...
-
Client Solutions Specialist I
5 days ago
Harrisburg, United States LINKBANK Full timeJob Description Job Description Description: General Responsibilities / Job Summary (A brief description that summarizes the overall purpose and objective of the position and the results you are expected to accomplish): The employee would create a differentiating experience for all visitors to the solution center. Responsible for achieving solution center...
-
Client Solutions Specialist I
3 days ago
Harrisburg, United States LINKBANK Full timeGeneral Responsibilities / Job Summary (A brief description that summarizes the overall purpose and objective of the position and the results you are expected to accomplish): The employee would create a differentiating experience for all visitors to the solution center. Responsible for achieving solution center goals through efficient and accurate...
-
Client Solutions Specialist I
2 weeks ago
Harrisburg, United States LINKBANK Full timeJob DescriptionJob DescriptionDescription:General Responsibilities / Job Summary (A brief description that summarizes the overall purpose and objective of the position and the results you are expected to accomplish):The employee would create a differentiating experience for all visitors to the solution center. Responsible for achieving solution center goals...
-
Client Services Associate
2 weeks ago
Harrisburg, United States Pennsylvania Advisory Services Full timeClient Services AssociateAre you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!Our fast-paced financial firm, Pennsylvania Advisory...
-
Client Services Coordinator
4 weeks ago
Harrisburg, United States Addison Group Full timeJob Description A home healthcare company is looking to add a Client Services Coordinator to their growing team in Allentown, PA. This person will be interacting with patients and caregivers over the phone, driving growth by delivering exceptional customer service to clients and caregivers. Duties will include sourcing and staffing caregivers, developing...
-
Client Services Coordinator
2 days ago
Harrisburg, United States Addison Group Full timeJob Description A home healthcare company is looking to add a Client Services Coordinator to their growing team in Allentown, PA. This person will be interacting with patients and caregivers over the phone, driving growth by delivering exceptional customer service to clients and caregivers. Duties will include sourcing and staffing caregivers, developing...
-
IT Specialist 3
2 weeks ago
Harrisburg, United States Axelon Full timeIT Specialist 3 - IBM Mainframe Harrisburg, PA(Can work remotely) 10 Months Work hours: 8-5 M-F Travel: Yes - 20% - 25% within US, Canada, and Latin America Work location: Remote unless within 30miles of most Client locations and 3 days/wk onsite We are looking for a skilled z/OS admin with software installation experience. The team won't consider the...
-
IT Specialist 3
4 days ago
Harrisburg, United States Axelon Full timeIT Specialist 3 - IBM Mainframe Harrisburg, PA(Can work remotely) 10 Months Work hours: 8-5 M-F Travel: Yes - 20% - 25% within US, Canada, and Latin America Work location: Remote unless within 30miles of most Client locations and 3 days/wk onsite We are looking for a skilled z/OS admin with software installation experience. The team won't consider the...
-
Client Services Coordinator
1 month ago
Harrisburg, United States Addison Group Full timeJob DescriptionJob DescriptionJob DescriptionA home healthcare company is looking to add a Client Services Coordinator to their growing team in Allentown, PA. This person will be interacting with patients and caregivers over the phone, driving growth by delivering exceptional customer service to clients and caregivers. Duties will include sourcing and...
-
Community Engagement Specialist
5 days ago
Harrisburg, United States Technology Council of Central Pennsylvania Full time**Position Description**: The Community Engagement Specialist is a highly visible and influential role within the Technology Council of Central PA (TCCP) and the broader community, reporting directly to the President and CEO. Entrusted with the central responsibility of spearheading the overall growth of TCCP's membership, this role actively engages in...
-
Senior Housing Specialist
2 weeks ago
Harrisburg, United States Church World Service Full timeAbout CWS Imagine waking up every morning with the chance to change someone's life. Imagine knowing your efforts will benefit both your career and our neighbors around the world. At CWS, our team knows they are making a difference every day. Whether you're in our U.S.-based offices supporting refugees, asylees or unaccompanied children ... implementing...
-
IT Specialist 3
2 weeks ago
Harrisburg, United States Tekwissen Full timeOverview: TekWissen Group is a workforce management provider throughout the USA and many other countries in the world. The below job opportunity is with one of our clients who is a global information technology company that provides high performance and industry focused solutions integrated with leading edge security to clients in government, financial...
-
IT Specialist 3
4 days ago
Harrisburg, United States Tekwissen Full timeOverview: TekWissen Group is a workforce management provider throughout the USA and many other countries in the world. The below job opportunity is with one of our clients who is a global information technology company that provides high performance and industry focused solutions integrated with leading edge security to clients in government, financial...
-
Senior Housing Specialist
2 weeks ago
Harrisburg, United States Church World Service Full timeImagine waking up every morning with the chance to change someone's life. Imagine knowing your efforts will benefit both your career and our neighbors around the world. At CWS, our team knows they are making a difference every day. Whether you're in our U.S.-based offices supporting refugees, asylees or unaccompanied children ... implementing hygiene...
-
Print Enterprise Account Manager
1 week ago
Harrisburg, United States Hewlett Packard Full timeLocation is Western Pennsylvania. **Job Summary** This role is responsible for developing and implementing strategic plans to drive business growth while fostering strong client relationships with enterprise accounts. The role anticipates client requirements, collaborates with cross-functional teams, and uses consultative selling to identify opportunities...
-
Client Service Manager
3 weeks ago
Harrisburg, United States Aesplacement Full time**Position:** Client Service Manager - Financial Firm - Harrisburg, PA **Location:** Harrisburg, PA **Job Id:** 1910 **# of Openings:** 1 Client Service Manager The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Job Description The purpose of this...
-
Procurement Specialist
4 days ago
Harrisburg, United States A.C.Coy Company Full timeOverview: This position is a long term contract opportunity with the State of PA. These are hybrid positions with on-site attendance required in downtown Harrisburg 2-3 days/week. Responsibilities: Proficient or capable of becoming proficient in use and knowledge of the following software, systems, and resources: SRM applications; DGS websites; core software...
-
Product Specialist
6 days ago
Harrisburg, United States Integrity Marketing Group Full time**About Ritter Insurance Marketing** Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280...
-
Technical & Financial Solutions Specialist
2 weeks ago
Harrisburg, United States Herbert Rowland & Grubic Full timeHRG is an employee-owned, nationally recognized consulting engineering, planning, and infrastructure solutions firm. We are actively seeking a Technical and Financial Solutions Specialist to join our dedicated team of professionals in Harrisburg, PA. As a Technical and Financial Solutions Specialist, key responsibilities include: • Support Municipal...