Home
/
Account Management
/
Client Relationship Specialist - Carmel, IN
Client Relationship Specialist - Carmel, IN-March 2024
Carmel
Mar 17, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Client Relationship Specialist - Carmel, IN

  Salary: USD $41,400 - $61,400 / Year

  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

  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 relationshipsBasic understanding of brokerage regulations and rules that govern client accountsMay be asked to become a Notary

  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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
MuleSoft Engagement Delivery Manager - PubSec (Active secret clearance required)
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Sal
Relationship Manager- EGP
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch We
Chemical Account Manager (Analytical Reagents)(Upper East Coast)
Job Description An opportunity exists for a Chemical Account Manager in the Laboratory Chemicals Division (LCD) of Thermo Fisher Scientific, covering Eastern Canada, Upstate New York, Vermont, New Ha
Relationship Banker Saint Michaels
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Senior Success Guide
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Sal
Solutions Architect - Prisma Cloud
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Estee Lauder - Counter Manager David Jones Chatswood - Part-Time
Position Summary: We are looking for a dynamic and inspirational Store/Retail/Counter Manager to lead, coach and develop our team of Sales Associates to achieve all sales, customer service and operat
MAC Cosmetics - Retail Manager - Braehead- 37.5 Hours
Store/Retail/Business Manager M• A• C is the world's leading professional MAKEUP AUTHORITY because of our unrivaled expertise in makeup artistry. M• A• C celebrates diversity and INDIVIDUALITY - all
Principal Business Growth Strategy Consultant
About this role: Wells Fargo is seeking a Principal Business Growth Strategy Consultant with demonstrated experience in applying principles from the fields of psychology, sociology, and behavioral ec
Presalesingenieur / Systemingenieur - Medien und Unterhaltung
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved