Talent.com
Client Relationship Specialist - Sun City - Arrowhead, AZ
Client Relationship Specialist - Sun City - Arrowhead, AZAboutschwab • Peoria, AZ, US
serp_jobs.error_messages.no_longer_accepting
Client Relationship Specialist - Sun City - Arrowhead, AZ

Client Relationship Specialist - Sun City - Arrowhead, AZ

Aboutschwab • Peoria, AZ, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Client Relationship Specialist - Sun City - Arrowhead, AZ

6 days ago Be among the first 25 applicants

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, 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.

    Benefits

  • 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
  • In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    Seniority level

    Entry level

    Employment type

    Full-time

    Job function

    Other

    Referrals increase your chances of interviewing at Charles Schwab by 2x

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Client Relationship Specialist • Peoria, AZ, US

    Job_description.internal_linking.related_jobs
    Account Relationship Manager - Phoenix, AZ

    Account Relationship Manager - Phoenix, AZ

    Stellar Industrial Supply • Tempe, AZ, United States
    serp_jobs.job_card.full_time
    Stellar believes that each employee can make a significant contribution to our success.Contributions can be within and outside of assigned responsibilities. It is our expectation that each employee ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Provider Contract Specialist

    Provider Contract Specialist

    VirtualVocations • Glendale, Arizona, United States
    serp_jobs.job_card.full_time
    A company is looking for a Specialist, Provider Contract.Key Responsibilities Conduct initial and renewal contract negotiations with various healthcare providers to secure pricing concessions En...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Relationship Consultant 1-4 (Banker) - Scottsdale, AZ

    Client Relationship Consultant 1-4 (Banker) - Scottsdale, AZ

    U.S. Bancorp • Scottsdale, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Consultant 1-4 (Banker) - Phoenix, AZ

    Client Relationship Consultant 1-4 (Banker) - Phoenix, AZ

    U.S. Bancorp • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - 83rd Ave - Peoria, AZ (30 hrs)

    Client Relationship Consultant 2 (Banker) - 83rd Ave - Peoria, AZ (30 hrs)

    U.S. Bancorp • Peoria, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Solutions Specialist - PNC Private Bank

    Client Solutions Specialist - PNC Private Bank

    PNC • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Manager

    Client Relationship Manager

    VirtualVocations • Glendale, Arizona, United States
    serp_jobs.job_card.full_time
    A company is looking for a Relationship Manager to oversee client and investor reporting infrastructure.Key Responsibilities Oversee the configuration, maintenance, and enhancement of reporting t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Support Energy Specialist

    Client Support Energy Specialist

    VirtualVocations • Glendale, Arizona, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Support Energy Specialist to evaluate estimated savings for borrowers purchasing solar systems. Key Responsibilities Estimate detailed savings comparisons based o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Consultant 1-4 (Banker) - South Phoenix / Tempe, AZ

    Client Relationship Consultant 1-4 (Banker) - South Phoenix / Tempe, AZ

    U.S. Bancorp • Tempe, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship ManagerAvondale, Arizona, United States

    Client Relationship ManagerAvondale, Arizona, United States

    Ernest • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Specialist

    Client Specialist

    American Income Life AO • phoenix, AZ, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Are you ready to revolutionize your work-life balance while achieving remarkable success?.Join our fully virtual and work-from-home team, where you can earn an extraordinary income without compromi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Client Relationship Consultant

    Client Relationship Consultant

    US Bank • Scottsdale, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank branch banking means working in a dynamic team environment, having career advancement opportunities and making a real difference in customers' lives.The well-bei...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - 83rd Ave - Peoria, AZ (30 hrs)CategoryBranch BankingJob Id2025-0022701LocationPeoria, AZ, United StatesPosting Start Date09 / 19 / 2025Anticipated Posting End Date10 / 03 / 2025Job TypeFull time

    Client Relationship Consultant 2 (Banker) - 83rd Ave - Peoria, AZ (30 hrs)CategoryBranch BankingJob Id2025-0022701LocationPeoria, AZ, United StatesPosting Start Date09 / 19 / 2025Anticipated Posting End Date10 / 03 / 2025Job TypeFull time

    US Bank • Peoria, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Relationship Consultant 3 (Banker) - West Bell Road, AZ Bilingual Spanish & EnglishCategoryBranch BankingJob Id2025-0023846LocationPhoenix, AZ, United StatesPosting Start Date09 / 29 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypeFull time

    Client Relationship Consultant 3 (Banker) - West Bell Road, AZ Bilingual Spanish & EnglishCategoryBranch BankingJob Id2025-0023846LocationPhoenix, AZ, United StatesPosting Start Date09 / 29 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypeFull time

    US Bank • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Resident Relations Specialist I

    Resident Relations Specialist I

    Mark-Taylor • Scottsdale, AZ, US
    serp_jobs.job_card.full_time
    Resident Relations Specialist I.Mark-Taylor is the region's longest-standing investment manager, developer and owner of Class-A multifamily real estate on behalf of numerous third-party owners.We a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Services Partner

    Client Services Partner

    VirtualVocations • Glendale, Arizona, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Partner (Contract) to support the enhanced scan workflow and ensure a seamless experience for patients and physicians. Key Responsibilities Coordinate th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Client Relations Specialist - Channel Partners - AZ - On Site

    Senior Client Relations Specialist - Channel Partners - AZ - On Site

    Vensure • Chandler, AZ, US
    serp_jobs.job_card.full_time
    We are a proud work-from-office company.If you're ready to work on-site in a dynamic, global company, we'd love to hear from you. Vensure Employer Solutions is the largest privately held organizatio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Colorado Licensed Senior Client Partner

    Colorado Licensed Senior Client Partner

    VirtualVocations • Glendale, Arizona, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Client Partner Consultant who must reside in Colorado.Key Responsibilities Manage contract deliverables, including compliance and financial reporting Coordinate...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 Relationship Consultant 1-4 (Banker) - Phoenix, AZCategoryBranch BankingJob Id2025-0025563LocationPhoenix, AZ, United StatesPosting Start Date10 / 17 / 2025Anticipated Posting End Date10 / 31 / 2025

    Client Relationship Consultant 1-4 (Banker) - Phoenix, AZCategoryBranch BankingJob Id2025-0025563LocationPhoenix, AZ, United StatesPosting Start Date10 / 17 / 2025Anticipated Posting End Date10 / 31 / 2025

    US Bank • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - Raintree & 101, AZCategoryBranch BankingJob Id2025-0021089LocationScottsdale, AZ, United StatesPosting Start Date09 / 05 / 2025Anticipated Posting End Date09 / 19 / 2025Job TypeFull time

    Client Relationship Consultant 2 (Banker) - Raintree & 101, AZCategoryBranch BankingJob Id2025-0021089LocationScottsdale, AZ, United StatesPosting Start Date09 / 05 / 2025Anticipated Posting End Date09 / 19 / 2025Job TypeFull time

    US Bank • Scottsdale, AZ, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted