Home
/
Account Management
/
Client Relationship Specialist - West Hartford, CT
Client Relationship Specialist - West Hartford, CT-March 2024
West Hartford
Mar 31, 2026
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 - West Hartford, CT

  Salary: USD $41,400 - $73,700 / 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
Revenue Operations Senior Associate, Product Support (Mailchimp)
Overview Intuit is a global platform company that is on a mission to power prosperity around the world for consumers, small businesses and the self-employed. Across our four leading brands - Turbo Ta
District Growth Manager - Energy, Infrastructure and Automation
Description Looking for an opportunity to make an impact? At Leidos, we deliver innovative solutions through the efforts of our diverse and talented people who are dedicated to our customers' success
Account Manager, Midwest
About the role Uber Eats is looking for sharp, highly motivated individuals to join the Account Management Team in the Midwest territory. This role will focus on post-sales for the SMB segment and he
Senior Territory Account Manager, Madrid
About the Role The Senior Territory Account Manager drives business growth and innovation by handling a high-value and selection-critical portfolio of restaurant partners. As TAM, you will be able to
Sales, Account Manager- Diagnostic Imaging (West Michigan)
Job Title Sales, Account Manager- Diagnostic Imaging (West Michigan) Job Description Sales, Key Account Manager- Diagnostic Imaging (West Michigan) As a Diagnostic Imaging Account Manager, you will p
Key Account Manager - Korean Speaking (Bangkok-based, relocation provided)
About Agoda  Agoda is an online travel booking platform for accommodations, flights, and more. We build and deploy cutting-edge technology that connects travelers with more than 3.6 million accommoda
Supervisor Account Management
At C.H. Robinson, our Supervisor of Account Management doesn't just lead a team; they captain a crew of Account Managers and Representatives. Dive into a world where daily duties involve nurturing ta
Partnership Relationship Manager, Outbound China - Bangkok Based
About Agoda  Agoda is an online travel booking platform for accommodations, flights, and more. We build and deploy cutting-edge technology that connects travelers with more than 3.6 million accommoda
Expert Consultant, Project Leader - B2B Sales
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business st
Service Design Intern
Overview Customer Success is driving Intuit's transformation to become an Al-driven expert platform, innovating ‌the way customers access expertise and digitizing the services industry. These custome
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved