Talent.com
Client Relationship Specialist - Dallas, TX (Park Cities)
Client Relationship Specialist - Dallas, TX (Park Cities)Charles Schwab • Highland Park, TX, US
Client Relationship Specialist - Dallas, TX (Park Cities)

Client Relationship Specialist - Dallas, TX (Park Cities)

Charles Schwab • Highland Park, TX, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Type : Regular Your opportunity 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 year s 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 work ing 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 In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

serp_jobs.job_alerts.create_a_job

Client Relationship Specialist • Highland Park, TX, US

Job_description.internal_linking.related_jobs
Client Relationship Manager

Client Relationship Manager

THIRD COAST BANK • Dallas, TX, US
serp_jobs.job_card.full_time
Regional President Corporate Banking.Position Summary : Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients.Thei...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Relationship Specialist

Relationship Specialist

OPENLANE • Dallas, TX, US
serp_jobs.job_card.full_time
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community.For more than 35 years, we've been committed to making dreams come true for independent car dealers.AFC's ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Relations Manager - Fully Remote Position

Client Relations Manager - Fully Remote Position

Globe Life : American Income Division • Dallas, TX, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time
The Manager-in-Training (MIT) position is crafted for ambitious individuals who are motivated to take on leadership roles within the organization. This role is a key part of our leadership developme...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Advocate Resolution Specialist

Client Advocate Resolution Specialist

VirtualVocations • Plano, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Client Advocate Resolution Specialist Lead.Key Responsibilities Manage and resolve complex client issues through direct interactions and off-call case work Document an...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Management Client Services Specialist

Wealth Management Client Services Specialist

Busey Bank • Dallas, TX, United States
serp_jobs.job_card.full_time
The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Service Associate (Float Teller - 40 hours) - Northwest Plaza / Dallas, TX

Client Service Associate (Float Teller - 40 hours) - Northwest Plaza / Dallas, TX

BankTalent HQ • Dallas, TX, United States
serp_jobs.job_card.full_time
At Amegy Bank, people and culture are at the heart of everything we do.Everyone counts" isn't just a phrase.It is woven into all aspects of our organization. We know that to be successful in deliver...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Dispute Specialist

Dispute Specialist

VirtualVocations • Garland, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Dispute Specialist - BankCard.Key Responsibilities Perform dispute-related functions for various card types, including retrieving documentation and closing / reissuing ac...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Strategy Director

Client Strategy Director

VirtualVocations • Irving, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Client Strategy Director who will serve as the integrated strategic lead and primary client partner. Key Responsibilities : Drive measurable growth and long-term partners...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Client Relations Manager I

Client Relations Manager I

Fay Servicing • Dallas, TX, US
serp_jobs.job_card.full_time
Founded in early 2008, Fay Servicing is committed to providing innovative servicing solutions for both residential and business purpose loans. As a specialty mortgage servicer who sees the customer ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Clinical Psychologist

Licensed Clinical Psychologist

Headway • McKinney, TX, US
serp_jobs.job_card.full_time
Licensed Clinical Psychologist.Wage : Between $95-$180 an hour.Licensed Clinical Psychologists — Are you ready to launch or expand your private practice? . Headway is here to help you start accepting...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Enterprise Client Partner

Enterprise Client Partner

VirtualVocations • Carrollton, Texas, United States
serp_jobs.job_card.full_time
A company is looking for an Enterprise Client Partner to drive growth for enterprise clients by aligning their marketing goals with the company's offerings. Key Responsibilities Partner with the s...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Specialist - Dallas, TX (Park Cities)

Client Relationship Specialist - Dallas, TX (Park Cities)

Charles Schwab • DALLAS, TX, United States
serp_jobs.job_card.full_time
Position Type : Regular Your opportunity 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 g...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Team Lead Client Relations

Team Lead Client Relations

VirtualVocations • Irving, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Team Lead Client Relations (m / f / d).Key Responsibilities Take full commercial responsibility for a portfolio and the team's overall book of business Lead and coach a te...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Service Partner

Client Service Partner

Allegiance Benefit Plan Management • Dallas, TX, US
serp_jobs.job_card.full_time
REPORTS TO : Director of Client Service & Sales.LOCATION : Physical locations in Dallas, TX and off-site.The Client Service Partner acts as a liaison between clients, members, brokers, and internal d...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Director of Client Relationships

Director of Client Relationships

VirtualVocations • Arlington, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Director of Client Relationship Management and Strategy.Key Responsibilities Oversee and drive strategic direction for managing client relationships and service deliver...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Specialist

Client Relationship Specialist

AE Perkins • Dallas, TX, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.Wor...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days
Banking Consulting Client Partner

Banking Consulting Client Partner

NTT DATA • Dallas, TX, US
serp_jobs.job_card.full_time
Banking Consulting Client Partner.NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Specialist III

Client Relationship Specialist III

BOK Financial • Dallas, TX, US
serp_jobs.job_card.full_time
Client Relationship Specialist III.You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping other...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Relationship Specialist

Relationship Specialist

E-Solutions • Plano, TX, US
serp_jobs.job_card.full_time
Location : Plano, TX (8181 Communications Parkway, Plano) (Onsite).Duration : Long Term Contract The shifts will start early morning, be.serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Care Specialist

Client Care Specialist

VirtualVocations • Carrollton, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Dedicated Client Care Specialist to provide technical support to key customers.Key Responsibilities Respond to customer technical issues via phone and email Document c...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted