Talent.com
Client Relationship Specialist- Honolulu, HI
Client Relationship Specialist- Honolulu, HICharles Schwab • Kaneohe, HI, US
Client Relationship Specialist- Honolulu, HI

Client Relationship Specialist- Honolulu, HI

Charles Schwab • Kaneohe, HI, US
[job_card.1_day_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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.

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 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
  • [job_alerts.create_a_job]

    Client Relationship Specialist • Kaneohe, HI, US

    [internal_linking.similar_jobs]
    Inpatient Psychiatrist - Kailua, Hawaii

    Inpatient Psychiatrist - Kailua, Hawaii

    HealthEcareers - Client • Kailua, HI, USA
    [job_card.full_time]
    Adventist Health Castle (AHCS) seeks a full-time, board-certified, community and mission-minded, psychiatrist to join our inpatient behavioral health services team. AHCS offers a full range of inpat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Associate

    Sales Associate

    Shop Bikini Bird • Kailua, HI, US
    [job_card.full_time]
    Why You’ll Love Working Here.At Bikinibird & Golden Trip, we believe in rewarding hard work and helping our team succeed. Promotions for top performers — we promote from within.A bra...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Military Family Life Counselor - MCBH, HI

    Military Family Life Counselor - MCBH, HI

    Leidos Inc • Mcbh Kaneohe Bay, HI, United States
    [job_card.full_time]
    Leidos is hiring licensed behavioral health professionals to join our Adult Military and Family Life Counseling (MFLC) team to support Marine Corp Base Hawaii, located in Kaneohe, HI.The Adult Mili...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Independent Sales Contractor

    Independent Sales Contractor

    Northstar Memorial Group • Kaneohe, HI, US
    [job_card.full_time]
    Independent Sales Representative – Pre-Need Sales.Valley of the Temples Memorial Park, Kaneohe, HI (Honolulu County).Independent Contractor (Commission-Based Only). Are you a driven sales prof...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Family Service Advisor

    Family Service Advisor

    Northstar Memorial Group • Kaneohe, HI, US
    [job_card.full_time]
    ONLY LOCAL CANDIDATES WILL BE CONSIDERED FOR THIS ROLE.WE DO NOT OFFER RELOCATION ASSISTANCE FOR THIS POSITION.Do you speak Filipino (Tagalog or Ilocano), Chinese, Japanese, Vietnamese, or Korean? ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Representative- Entry Level

    Remote Financial Representative- Entry Level

    Unlock Potential 360 • Waimanalo, HI, US
    [filters.remote]
    [job_card.full_time] +2
    LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Waimanalo, Hawaii, US
    [filters.remote]
    [job_card.temporary]
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Teller

    Teller

    ALOHA PACIFIC FEDERAL CREDIT UNION • Kailua, HI, US
    [job_card.full_time]
    Performs branch responsibilities not limited to both teller services and member services in accordance with quality service objectives and credit union policies and procedures (transaction processi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Insurance Account Representative

    Insurance Account Representative

    Express Employment • Kaneohe, HI, US
    [job_card.full_time]
    AM to 6 : 00PM, flexible schedule.Are you an outgoing, career-focused professional looking for a rewarding opportunity with a local insurance company? Join a dedicated team and build a meaningful car...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Pulmonologist - Kailua, Hawaii

    Pulmonologist - Kailua, Hawaii

    HealthEcareers - Client • Kailua, HI, USA
    [job_card.full_time]
    Adventist Health Castle (AHCS) seeks a full-time, mission-minded, board certified or eligible pulmonologist with the option of covering the intensive care unit as a critical care attending physicia...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Mcbh Kaneohe Bay, Hawaii, US
    [job_card.full_time] +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Flexible Work From Home - Supplement Your Income

    Flexible Work From Home - Supplement Your Income

    Finance Buzz • Waimanalo, Hawaii, US
    [filters.remote]
    [job_card.temporary]
    We’re seeking reliable and motivated individuals who want to earn extra income from home.This flexible position allows you to set your own hours and work around your existing commitments.Are you th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Hawaii Mental Health Therapist (Telehealth)

    Hawaii Mental Health Therapist (Telehealth)

    SonderMind • Kailua, HI, USA
    [job_card.full_time]
    SonderMind is a leading mental health care platform revolutionizing therapy services.We are seeking compassionate, highly skilled, licensed mental health therapists to join our expanding network.As...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relationship Specialist- Honolulu, HI

    Client Relationship Specialist- Honolulu, HI

    Charles Schwab • Kaneohe, HI, United States
    [job_card.full_time]
    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...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Inpatient Psychiatrist - Kailua, Hawaii

    Inpatient Psychiatrist - Kailua, Hawaii

    Adventist Health • Kailua, US
    [job_card.full_time]
    Adventist Health Castle (AHCS) seeks a full-time, board-certified, community and mission-minded, psychiatrist to join our inpatient behavioral health services team. AHCS offers a full range of inpat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Aide for People with Disabilities

    Personal Aide for People with Disabilities

    BAYADA Home Health Care • Kailua, HI, US
    [job_card.full_time] +1
    Make a Lasting Impact as a Companion / Buddy for People with Disabilities.Join the Oahu Habilitation Team.BAYADA Habilitation is looking for a. Companion / Buddy to help individuals with intellectual an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Side Hustle Specialist (Evenings & Weekends)

    Side Hustle Specialist (Evenings & Weekends)

    Finance Buzz • Kailua, Hawaii, US
    [job_card.full_time] +1
    We’re seeking dependable individuals who want to build a side income alongside their full-time work.This role offers flexible tasks you can perform outside your regular job hours.You’ll be given st...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Bilingual Community Development Advisor (Sales)

    Bilingual Community Development Advisor (Sales)

    Northstar Memorial Group • Kaneohe, HI, US
    [job_card.full_time]
    ONLY LOCAL CANDIDATES WILL BE CONSIDERED FOR THIS ROLE.WE DO NOT OFFER RELOCATION ASSISTANCE FOR THIS POSITION.Do you speak Filipino (Tagalog or Ilocano), Chinese, Japanese, Vietnamese, or Korean? ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]