Client Relationship Specialist - Bellevue, WA

Charles Schwab • Bellevue, WA • 1d ago

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+yearsof Client/Customer Service experience

Preferred Qualifications:

Previousexperience in Financial Services/Wealth Management and/or closely related industry.

While licensing is preferred, it is notrequiredfor this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66licenses

Ability to handleclient needs with tact anddiplomacy

Outstanding written and oral communication skills

Experienceworkingindependently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

Ability to build andmaintaingood cross-enterprise workingrelationships

Basic understanding of brokerage regulations and rules that govern clientaccounts

May be asked to become aNotary

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

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Similar Jobs

Senior Engineering Program Manager, Software Development, Hybrid

Providence St. Joseph Health • Seattle, WA • 43min ago

Management & Administrative

Description Providence caregivers are not simply valued - they're invaluable. Join our team at Enterprise Information Services and thrive in our culture of patient-focused, whole-person care built on understanding, commi...

43min ago

Go to Apply

Senior Backend Software Engineer

WEX INC • Seattle, WA • 44min ago

IT & Engineering

About the Team/Role: We are seeking a seasoned Senior Backend Software Engineer in the WEX Mobility Engineering organization. This role will sit in the Mobility team that caters fleet management and mobility payments sol...

44min ago

Go to Apply

Data Engineer II, UTR PLanning Tech

Amazon • Bellevue, WA • 45min ago

IT & Engineering

Description UTR Planning Tech builds the data infrastructure that powers labor planning across 12 Amazon last-mile and sort-center business lines. Our pipelines feed the planning systems that determine how Amazon staffs...

45min ago

Go to Apply

Senior Service Engineer IS, Exchange Admin, Virtual

Providence St. Joseph Health • Redmond, WA • 45min ago

Management & Administrative

45min ago

Go to Apply

Computer User Support Specialist

Booz Allen Hamilton INC. • Port Orchard, WA • 51min ago

IT & Engineering

Job Number: R0234822 Computer User Support Specialist The Opportunity: Support day-to-day remote technical aspects of product operational data to identify diagnostic issues in enough detail to determine if the root cause...

51min ago

Go to Apply

Computer User Support Specialist

Booz Allen Hamilton INC. • Port Orchard, WA • 51min ago

IT & Engineering

Job Number: R0234821 Computer User Support Specialist The Opportunity: Support day-to-day remote technical aspects of product operational data to identify diagnostic issues in enough detail to determine if the root cause...

51min ago

Go to Apply

CONSTRUCTION SUPERINTENDENT (BREMERTON, WA)

Chugach Governement Solutions • Port Orchard, WA • 3h ago

Trucking & Construction

About Us When you work at Chugach Government Solutions (CGS), you join a proud legacy of supporting missions while sustaining culture. The federal division of Chugach Alaska Corporation, CGS has been supporting critical...

3h ago

Go to Apply

IT Help Desk Supervisor

Manson Construction Co. • Seattle, WA • 3h ago

Management & Administrative

Summary: Manage IT related contracts, work orders, vendors, projects, assets, and audits. Act as lead to the IT Help Desk Coordinator and first point of contact for the IT Department. Log helpdesk service request, mainta...

3h ago

Go to Apply

Outside Sales Representative - Temporary Fencing

Sunbelt Rentals, Inc. • Kent, WA • 3h ago

Sales & Marketing

Join Our Team! Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job site w...

3h ago

Go to Apply

Operator Apprentice - 24050001

Mortenson Company • Seattle, WA • 3h ago

Craft Job Posting Template = Asterisks indicate where ADDITIONAL INFORMATION needs to be entered, edited or reviewed for accuracy DELETE asterisks and these instructions prior to posting Operator SUMMARY Mortenson is cur...

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.