Home
/
Comprehensive
/
Client Relationship Specialist – Cupertino, CA
Client Relationship Specialist – Cupertino, CA-March 2024
Cupertino
Mar 18, 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
Team Member
Team Member We’re glad you’re here. Think about it – you and us? Sounds like it could be a match made in the meat heavens. If you’re here for: Discounted Curly Fries (and all our menu items for that
Private Duty Nurse RN
Private Duty Nurse RN Job Ref: 193241 Location: Beaver, PA 15009 Category: Nursing Line of Business: PDS Pay Rate: $24.00 - $30.00 per hour ApplyRefer a FriendBack Find yourself here.Aveanna is compa
Business Control Manager - City National Trust & Estates & RBC Delaware Trust
BUSINESS CONTROL MANAGER - CITY NATIONAL TRUST & ESTATES & RBC DELAWARE TRUST WHAT IS THE OPPORTUNITY? This position is responsible for the development and recommendations of risk metrics for
Customer Service Representative
The Customer Service Associate will assist our walk-in customers directly, coordinate closely with our outside sales force, drivers and warehouse personnel to meet our customers’ needs in a timely an
In-Home Caregiver / HHA - Weekly Pay
SummaryWe are hiring Caregivers to work one-on-one with our in-home patients in the West Union, OH area.Loyalty Bonus AvailableOne Patient at a TimeEarn PTO while working 32+ HoursWeekly Pay & Fl
Physical Therapist
NeuroRestorative, a member of the Sevita family, provides rehabilitation services for people of all ages with brain, spinal cord and medically complex injuries, illnesses and other challenges. In a v
Senior Agile Software Engineer - Backend API, JavaScript
If you are a Software Engineering professional with experience in cloud native development for the IoT space looking for an opportunity to grow, Copeland has an exciting opportunity for you! Based re
Team Member
Team Member We’re glad you’re here. Think about it – you and us? Sounds like it could be a match made in the meat heavens. If you’re here for: Discounted Curly Fries (and all our menu items for that
Cashier- Burger King
Cashier Our Cashiers are the face of our business. They ensure that our Guests have a great experience by attending to Guests' needs, answering any questions they might have regarding our products an
MAC Cosmetics - Stock Person - Selfridges - 15 Hours
MAC Cosmetics - Stock Person - Selfridges - 15 Hours Brand: MAC Description Stock Room Assistant M·A·C is the world’s leading professional MAKEUP AUTHORITY because of our unrivaled expertise in makeu
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved