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
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
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.
Branch Relationship Banker - Carlsbad, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. As a premier California-focused financial services company dedicated to ser...
Client Relationship Specialist- Carlsbad, CA
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. As a Client Relationship Specialist (CRS), you have the oppor...
J.P. Morgan Wealth Management - Private Client Advisor - Carlsbad, CA
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Demonstrated success in client acquisition, cultivating and maintaining c...
Manager, Client Relationship Support- Carlsbad, CA
You will assist the Branch Manager and sales/support staff with meeting our clients’ needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. As a Client Relationship Manager, (CRM), you play an essen...
Private Client Banker - Bressi Ranch Branch - Carlsbad, CA
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs. Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relations...
Manager, Client Relationship Support- Carlsbad, CA
You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. As a Client Relationship Manager, (CRM), you play an essen...
J.P. Morgan Wealth Management - Private Client Advisor - Carlsbad, CA
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Demonstrated success in client acquisition, cultivating and maintaining c...
Client Advisor Group Benefits-San Diego/Carlsbad CA
Upon notification of sale, send sold case paperwork to Customer/Broker. This role will have a Hybrid work arrangement, with the expectation of working in our Carlsbad California office 3 days per week (Tuesday through Thursday). Client Advisor Priority Business - SA08DE. Contact for complex service ...
Relationship Banker - Carlsbad Village Branch - Carlsbad, CA
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs. Retail banking sales, Financial services sales, Consultative relationship sales role in a related indus...
Specialty Account Manager, TEPEZZA, Oceanside, CA (Rare Disease)
The Specialty Account Manager is responsible for providing account management support to accounts within a specific geography in the designated marketplace with a focus on issues specific to their designated accounts. The SAM acts as central account manager; responsible for driving product demand an...