Client Relationship Specialist - Winnetka, IL

Charles Schwab • Winnetka, IL • 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

Shift Lead

Walgreens • Norridge, IL • 14min ago

Retail & Hospitality

Job Description: Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the business day. Resp...

14min ago

Go to Apply

Pharmacy Technician / Pharm Tech Apprenticeship

Walgreens • Schaumburg, IL • 17min ago

Hospital & Medical

Job Description: Our pharmacy technician positions have undergone an exciting transformation, moving from a transaction-based environment to a much more patient-centric one. As a Walgreens Pharmacy Technician or Pharmacy...

17min ago

Go to Apply

Pharmacy Customer Service Associate

Walgreens • Chicago, IL • 18min ago

Hospital & Medical

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In acco...

18min ago

Go to Apply

Project Manager (Nuclear Facility Construction)

System One • Chicago, IL • 56min ago

Trucking & Construction

Job Title: Project Manager (Construction) Location: Red Wing, MN Contract Duration: Long-term contract Compensation: $62/hr. Non-Exempt Work Model: Onsite Hours: Full-time | 7:00 AM - 3:30 PM (flexible) System One is act...

56min ago

Go to Apply

Phlebotomist

Labcorp • Itasca, IL • 1h ago

Hospital & Medical

Labcorp is seeking a Phlebotomist to join our team at Stoney Brook Center in Chicago, IL. Work Schedule: Monday - Friday 6:00 am - 2:30 pm Job Respon sibilities: Perform blood collections by venipuncture and capillary te...

1h ago

Go to Apply

Supply Chain Manager

Composites ONE • Schaumburg, IL • 1h ago

Management & Administrative

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/13363796 Composites ONE\ \ Category: Procurement\ Req Number: SUPPL002631\ Schedul...

1h ago

Go to Apply

Senior Rail Procurement Logistics Manager

Amrize • Chicago, IL • 1h ago

Management & Administrative

Senior Rail Procurement Logistics Manager Requisition ID: 16192 Location: Chicago, IL, US, 60631 Pay Type: Salary Estimated Wage Range $83,000 - $180,000/Annually COMPANY OVERVIEW Amrize is building North America. From b...

1h ago

Go to Apply

Nurse Manager - DETAIL NTE 120 Days

Veterans Affairs, Veterans Health Administration • Hines, IL • 2h ago

Hospital & Medical

Summary This is for a 120-day Detail to Nurse Manager, Nursing Mental Health. Detail may be extended beyond 120 days if needed, or may end sooner if filled with a permanent candidate. Responsibilities Acting RN Nurse Man...

2h ago

Go to Apply

Sales Audit Business Analyst

Crate & Barrel • Northbrook, IL • 2h ago

Finance, Accounting & Banking

Support our revenue based Internal Control Environment, ensuring timely and accurate settlement of company receipts. Primary responsibilities include; reconciliation of credit card receivables, ledger analysis and report...

2h ago

Go to Apply

Account Executive

Kelly Services • Arlington Heights, IL • 2h ago

Sales & Marketing

Kelly Services is seeking an experienced Account Executive in Arlington Heights, IL. Experience in supply chain and procurement preferred. Bilingual in Spanish/English is also preferred. Must haves: Self motivated Result...

2h 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.