Talent.com
No longer accepting applications
Client Relationship Specialist- Atlanta, GA (Cobb County)

Client Relationship Specialist- Atlanta, GA (Cobb County)

Charles SchwabATLANTA, GA, United States
1 day ago
Job type
  • Full-time
Job description

Position Type : Regular

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 :

  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">
  • 1 + year s of Client / Customer Service experience
  • Preferred Qualifications :

  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">
  • Previous experience in Financial Services / Wealth Management and / or closely related industry.
  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1">
  • 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
  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1">
  • Ability to handle client needs with tact and diplomacy
  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1">
  • Outstanding written and oral communication skills
  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1">
  • Experience work ing independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1">
  • Ability to build and maintain good cross-enterprise working relationships
  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1">
  • Basic understanding of brokerage regulations and rules that govern client accounts
  • ","469777815" : "hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1">
  • 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 • ATLANTA, GA, United States

    Related jobs
    • Promoted
    Travel Clinic Physical Therapist

    Travel Clinic Physical Therapist

    Ascentia StaffingCovington, GA, US
    Full-time
    Ascentia Staffing is seeking a travel Clinic Physical Therapist for a travel job in Covington, Georgia.Job Description & Requirements. A Travel Physical Therapist is needed in Covington, GA.This...Show moreLast updated: 28 days ago
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    Atlanta StaffingAtlanta, GA, US
    Full-time
    Cardinal Health Sonexus Health Pharmacy Services.Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, a...Show moreLast updated: 1 day ago
    • Promoted
    Insurance Consultant / Claims Rep Henry / Rockdale County

    Insurance Consultant / Claims Rep Henry / Rockdale County

    Metro Public AdjustmentMcDonough, GA, US
    Full-time
    Job Purpose : To educate and protect residential and commercial policyholders through policy reviews and property risk assessments. To ensure clients understand their policies and the claims process....Show moreLast updated: 13 days ago
    • Promoted
    • New!
    Client Relationship Specialist- Atlanta, GA (Cobb County)

    Client Relationship Specialist- Atlanta, GA (Cobb County)

    Charles SchwabAtlanta, Georgia, US
    Permanent
    Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. As a Client Relationship Specialist (CRS), you have the opportunity to br...Show moreLast updated: 3 hours ago
    • Promoted
    Mental Health Therapist

    Mental Health Therapist

    SonderMind CareersMcDonough, GA, US
    Full-time
    SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....Show moreLast updated: 30+ days ago
    • Promoted
    Physical Therapist with Sign-On Bonus

    Physical Therapist with Sign-On Bonus

    Apex Health and Rehab RoswellNewnan, GA, US
    Full-time
    We are hiring for a Senior Living Physical Therapist.At LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the meaningful connections that come from it : for the whole patient...Show moreLast updated: 15 days ago
    • Promoted
    Remote Client Service Specialist (Sales and Related)

    Remote Client Service Specialist (Sales and Related)

    Altec Industries, Inc.Atlanta, GA, US
    Remote
    Full-time
    Must be a US Resident and eligible to work legally in the US to be considered • •.Our company has moved to 100% virtual, work-from-home positions. This position allows you to earn an incredible living...Show moreLast updated: 13 days ago
    • Promoted
    Technical Client Service Specialist - Wealth Management

    Technical Client Service Specialist - Wealth Management

    JobotAtlanta, GA, US
    Full-time
    Buckhead (ATL) / 100B AUM RIA / Wealth tech platform.This Jobot Job is hosted by : Katrina McFillin.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Ardor Health SolutionsConyers, GA, US
    Full-time
    Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Conyers, Georgia.Job Description & Requirements. Ardor Health Solutions is looking for a Physical Therapist to j...Show moreLast updated: 30+ days ago
    • Promoted
    Client Support Specialist

    Client Support Specialist

    Zelis Healthcare, LLCAtlanta, GA, United States
    Full-time
    Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers.We serve more than 750 payers, including the top five national health plans, regional hea...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Client Partner - Insurance

    Client Partner - Insurance

    ClifyXAtlanta, GA, US
    Full-time
    Location can be Chattanooga, TN or Atlanta, GA.The accountability for the Client Partner will include P&L growth, Customer Satisfaction, and Employee Satisfaction. All of sales, delivery, and op...Show moreLast updated: 12 hours ago
    • Promoted
    Business Services Representative (Small Business Specialist)

    Business Services Representative (Small Business Specialist)

    First Citizens BankWoodstock, GA, US
    Full-time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.The Business Servi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker - Georgia Central North - Duluth, GA

    Relationship Banker - Georgia Central North - Duluth, GA

    JPMorganChaseDuluth, GA, US
    Full-time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show moreLast updated: 26 days ago
    • Promoted
    • New!
    Travel Physical Therapist in Conyers, Georgia - $8249 / month

    Travel Physical Therapist in Conyers, Georgia - $8249 / month

    VettedConyers, GA, United States
    Temporary
    Job Opportunity : Physical Therapist\n\nPosition Details\nSpecialty : Physical Therapist\nLocation : Conyers, Georgia\nFacility : Aequor\nEmployment Type : Temporary\nContract Length : 13 weeks\n\nJob De...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Travel Physical Therapist in Covington, GA - $8301 / month

    Travel Physical Therapist in Covington, GA - $8301 / month

    VettedCovington, GA, United States
    Temporary
    Job Opportunity : Physical Therapist\n\nPosition Details\nSpecialty : Physical Therapist\nLocation : Covington, Georgia\nFacility : Jackson Therapy Partners\nEmployment Type : Temporary\nContract Length...Show moreLast updated: 18 hours ago
    • Promoted
    • New!
    Travel Physical Therapist in Lithia Springs, GA - $10032 / month

    Travel Physical Therapist in Lithia Springs, GA - $10032 / month

    VettedLithia Springs, GA, United States
    Temporary
    Job Opportunity : Physical Therapist\n\nPosition Details\nSpecialty : Physical Therapist\nLocation : Powder Springs, Georgia\nFacility : Jackson Therapy Partners\nEmployment Type : Temporary\nContract L...Show moreLast updated: 18 hours ago
    • Promoted
    • New!
    Travel Physical Therapist in Irondale, GA - $8249 / month

    Travel Physical Therapist in Irondale, GA - $8249 / month

    VettedIrondale, GA, United States
    Temporary
    Job Opportunity : Physical Therapist\n\nPosition Details\nSpecialty : Physical Therapist\nLocation : Jonesboro, Georgia\nFacility : Aequor\nEmployment Type : Temporary\nContract Length : 13 weeks\n\nJob ...Show moreLast updated: 18 hours ago
    • Promoted
    Travel Physical Therapist - $2,249 per week

    Travel Physical Therapist - $2,249 per week

    Medical Solutions AlliedDouglasville, GA, United States
    Full-time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Douglasville, Georgia.Job Description & Requirements. We’re seeking talented healthcare professionals whose advent...Show moreLast updated: 30+ days ago