Talent.com
Client Relationship Specialist - Oak Brook, IL

Client Relationship Specialist - Oak Brook, IL

Charles SchwabOAK BROOK, IL, US
2 hours ago
Job type
  • Full-time
Job description

Position Type : Regular

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 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, 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
  • Create a job alert for this search

    Client Relationship Specialist • OAK BROOK, IL, US

    Related jobs
    • Promoted
    • New!
    Client Relationship Analyst

    Client Relationship Analyst

    Morgan StanleyBarrington, IL, United States
    Full-time
    Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions...Show moreLast updated: 7 hours ago
    • Promoted
    Client Service Representative

    Client Service Representative

    Old National BankRound Lake Beach, IL, United States
    Full-time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banking Relationship Manager VP

    Business Banking Relationship Manager VP

    Associated Bank - CorpElgin, IL, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 30+ days ago
    • Promoted
    Client & Community Relations Manager

    Client & Community Relations Manager

    Busey BankBurr Ridge, IL, United States
    Full-time
    The Client & Community Relations Manager is responsible for supporting Busey's vision, mission, and values by supporting sales growth and executing the strategic charitable goals of the organizati...Show moreLast updated: 7 days ago
    • Promoted
    Client Service Representative - Bilingual Spanish Preferred

    Client Service Representative - Bilingual Spanish Preferred

    Old National BankWaukegan, IL, United States
    Full-time
    Client Service Representative - Bilingual Spanish Preferred.Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banking Rel Mgr III

    Business Banking Rel Mgr III

    Old National BankDeerfield, IL, United States
    Full-time
    US-IL-Hickory Hills | US-IL-Joliet | US-IL-McHenry | US-IL-Moline | US-IL-Deerfield | US-IN-Highland | US-IA-Davenport | US-IL-Chicago. Lending / Commercial / Consumer / Credit.Old National Bank has been ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Relationship Director

    Client Relationship Director

    IQ-EQChicago, IL, US
    Full-time
    We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.F; We em...Show moreLast updated: 9 days ago
    • Promoted
    • New!
    Senior Registered Client Relationship Associate

    Senior Registered Client Relationship Associate

    Raymond James Financial ServicesOakbrook Terrace, IL, United States
    Full-time
    This is an exciting opportunity for a professional, who thrives in a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding group, ...Show moreLast updated: 7 hours ago
    • Promoted
    Licensed Clinical Psychologist - Highland Park, IL

    Licensed Clinical Psychologist - Highland Park, IL

    LifeStance HealthHighland Park, IL, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 2 days ago
    • Promoted
    Retail Personal Banker Associate I - Round Lake Beach - Full Time

    Retail Personal Banker Associate I - Round Lake Beach - Full Time

    Fifth Third BankRound Lake Beach, IL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Personal Banker I position...Show moreLast updated: 30+ days ago
    • Promoted
    Teller

    Teller

    Midland States BankYorkville, Illinois, US
    Part-time
    At Midland, were proud to be a little different.You can see it in our bright orange signs-but theres more to it than that. With our heartfelt and personalized approach, were focused on meeting every...Show moreLast updated: 7 days ago
    • Promoted
    • New!
    Senior Registered Client Relationship Associate

    Senior Registered Client Relationship Associate

    Raymond JamesChicago, IL, United States
    Full-time
    This is an exciting opportunity for a professional, who thrives in a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding group, ...Show moreLast updated: 7 hours ago
    • Promoted
    Psychologist- Competitive Pay - Highland Park, IL

    Psychologist- Competitive Pay - Highland Park, IL

    LifeStance HealthHighland Park, IL, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 2 days ago
    • Promoted
    Flexible Hours - Drive with Uber

    Flexible Hours - Drive with Uber

    UberHarvey, IL, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 7 days ago
    • Promoted
    Branch Specialist

    Branch Specialist

    Consumers Credit UnionRound Lake Beach, IL, United States
    Full-time
    Great Place To Work certified company.Our Round Lake Beach branch is currently seeking a full time Branch Specialist.This is a member-facing position with a lot of growth potential!.This position i...Show moreLast updated: 30+ days ago
    • Promoted
    Market Client Service Representative

    Market Client Service Representative

    Old National BankNorth Chicago, IL, United States
    Full-time
    Market Client Service Representative.Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the c...Show moreLast updated: 14 days ago
    • Promoted
    Sr. Analyst, Contract Marketing (Membership)

    Sr. Analyst, Contract Marketing (Membership)

    Fresenius Kabi USA, LLCLake Zurich, IL, United States
    Full-time
    The Senior Analyst (Membership) is responsible for all membership and class of trade activities.Extracts, analyzes, and interprets data from an array of systems to address compliance issues.Interna...Show moreLast updated: 5 days ago
    • Promoted
    Sr. Commercial Relationship Manager

    Sr. Commercial Relationship Manager

    Midland States Bank CareersJoliet, Illinois, US
    Full-time
    Commercial Relationship Manager.At Midland, we’re proud to be a little different.You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized appro...Show moreLast updated: 30+ days ago