Home
/
Comprehensive
/
Client Relationship Specialist – Cupertino, CA
Client Relationship Specialist – Cupertino, CA-March 2024
Cupertino
Mar 19, 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 – Cupertino, CA

  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 experiencePreferred 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

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

  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.

  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 [email protected] or call 800-275-1281.

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
Cosmetologist / Hairstylist
PS SALON & SPAAre you a licensed Cosmetologist looking for a part time position with no nights or weekend schedules? We'd love to discuss this great opportunity with you! Looking for talented, Li
Semiconductor Process Technician II
Principal Service Solutions is hiring Experienced Semiconductor Process Technicians that will be servicing and maintaining semiconductor equipment in a cleanroom environment. This is a long-term, ful
production manager
production manager. fairfax , south carolina posted january 17, 2024 job details summary $115,000 - $130,000 per year permanent bachelor degree category computer and mathematical occupations referenc
Outside Parts Expert - 1st Shift (Monday - Friday)
The Outside Parts Expert (OPE) is a sales position. The OPE is tasked with generating and increasing retail parts sales to customers within their defined Area of Responsibility (AOR) and to all assig
Software Engineer, Product
Summary: Meta Platforms, Inc. (Meta), formerly known as Facebook Inc., builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed
Director, Radiology Imaging UM Solutions
WARNING: Please beware of phishing scams that solicit interviews or promote work-at-home opportunities, some of which may pose as legitimate companies. Elevance Health requires a completed online app
Registered Nurse (RN) - Operating Room
Req Number 86690 Job Description Transplant OR RN's have the potential to earn up to an additional $10,000.00 per year. We are seeking a highly skilled and motivated Registered Nurse to join our Tran
Front Desk Associate
Front Desk Associate Department: Retail Santa Monica Location: Santa Monica, CA START YOUR APPLICATION (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req_id=2902452&source=29024
Manager APP- Ortho
JOB SUMMARY The Manager Advanced Practice Professionals provides direction and administrative leadership for Advanced Practice Professionals (APPs) in their defined geographic area and/or medical or
HV Battery Mechanical Array D&R Engineer
We are the movers of the world and the makers of the future. We get up every day, roll up our sleeves and build a better world -- together. At Ford, we’re all a part of something bigger than ourselve
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved