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Added 3 mins ago
B2B Lead Fulfillment Associate
ShipBob, Inc.
North Aurora, IL
…employee’s success in their career. This role reports to the Area Manager. The backup for this role is the Area Manager, Fulfillment…
Added 3 mins ago
Project Manager - Detroit Area
The Pivot Group Network
Detroit · Detroit, MI
Continuous Improvement Project Manager, New Product Introduction Manager, Capital Projects Manager, Production Project Lead, Plant Project Coordinator, Manufacturing Project Manager,…
Added 5 mins ago
Assistant Manager II
Family Dollar
Grove Hill, AL
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 5 mins ago
Assistant Manager II
Family Dollar
Grove Hill, AL
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 6 mins ago
Team Lead-109010
ESA Management, LLC
Bel Air, MD
The Team Lead ("TL") position assists the General Manager ("GM") in managing the hotel operations on a day-to-day basis to ensure optimum performance and continual improvement in the Key…
Added 8 mins ago
W
Shift Lead
Walgreens
SHEBOYGAN, WI
- $17.5 to $22.5 USD / hour
Assists manager or assistant store manager in reviewing order exceptions on order release day and assists in reverse logistics (e.g., 1506, returns, empty package).
Added 8 mins ago
W
Shift Lead
Walgreens
BRENTWOOD, TN
- $17.5 to $22.5 USD / hour
Assists manager or assistant store manager in reviewing order exceptions on order release day and assists in reverse logistics (e.g., 1506, returns, empty package).
Added 8 mins ago
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Pharmacy Technician / Pharm Tech Apprenticeship
Walgreens
YOUNGSTOWN, OH
- $17 to $23.25 USD / hour
Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the…
Added 8 mins ago
W
Shift Lead
Walgreens
HOLLY SPRINGS, NC
- $17.5 to $22.5 USD / hour
Assists manager or assistant store manager in reviewing order exceptions on order release day and assists in reverse logistics (e.g., 1506, returns, empty package).
Added 8 mins ago
W
Shift Lead
Walgreens
BAKERSFIELD, CA
- $18.5 to $23.5 USD / hour
Assists manager or assistant store manager in reviewing order exceptions on order release day and assists in reverse logistics (e.g., 1506, returns, empty package).
Added 12 mins ago
Event Planning Manager
Westmont Group
Denver, CO
· Plan, upsell and detail the program with the client including verification and modification of space requirements, times, equipment, menus, themes/decorations, etc. Prepare the…
Added 17 mins ago
FF
Part-Time Sales Lead - Famous Footwear
Famous Footwear
MESA, AZ
- Part-time
Ace Retail Operations: You’ll know the ins-and-outs of your store like the back of your hand and enjoy putting in the work so it runs like a tightly laced sneaker– from pricing to…
Added 22 mins ago
A
Public Service - Higher Education Management Consulting Senior Manager – Transformation Lead
Accenture
Bentonville, AR
- $132,500 to $338,300 USD / year
…seeking individuals that have demonstrated this through overall program delivery or deep experience in specific functional domains such as Finance, HR, payroll, procurement, or research…
Added 22 mins ago
Pharmacy Technician Home Delivery Call Center
Intermountain Health
Little Rock, AR
Any lapse or failure to meet these requirements may result in disciplinary action, up to termination, at the hiring manager's discretion.
Added 27 mins ago
A
Part Sales Manager – Full Time
AutoZone
Louisville, KY
- Full-time
…Pledge and deliver WOW! Customer Service while executing store operations with excellence. Under the Store Manager’s guidance, MITs lead by example, demonstrating initiative and strong…
Added 27 mins ago
Restaurant Manager
Cracker Barrel Old Country Store, Inc.
Venice, FL
As a Restaurant Associate Manager, you’ll combine your passion for people and restaurant management skills to deliver excellent guest and employee experiences while driving business…
Added 39 mins ago
Site Experience Attendant
CLYDESDALE HOLDING LLC DBA CALIBER CAR WASH
Fort Worth, TX
…This role combines customer service, membership sales, tunnel operations, and site maintenance into one dynamic position designed to provide operational flexibility and an outstanding…
Added 45 mins ago
IT & Security Operations Manager
Clearstory
Remote, United States
Clearstory is looking for an IT & Security Operations Manager to manage and improve the day-to-day operations of our IT, security compliance, and corporate systems infrastructure.
Added 45 mins ago
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Field Services Account Manager
Clearsite Industrial Services
Remote, United States
- $80,000 to $100,000 USD / year
…efficiency, and trusted partnerships. As a Field Services Account Manager, you will play a pivotal role in driving business growth and maintaining strong client relationships within the…
Added 45 mins ago
CI
Field Services Account Manager
Clearsite Industrial Services
Remote, United States
- $80,000 to $100,000 USD / year
…efficiency, and trusted partnerships. As a Field Services Account Manager, you will play a pivotal role in driving business growth and maintaining strong client relationships within the…
Added 45 mins ago
Field Services Business Development Manager
Clearsite Industrial Services
Remote, United States
…trusted partnerships. As a Field Services Business Development Manager based in Allentown, PA, you will play a pivotal role in driving business growth and maintaining strong client…
Added 45 mins ago
Field Services Business Development Manager
Clearsite Industrial Services
Remote, United States
…trusted partnerships. As a Field Services Business Development Manager based in Allentown, PA, you will play a pivotal role in driving business growth and maintaining strong client…
Added 47 mins ago
VS
Cyber Defense Project Integrator
VT Services
Aurora, CO
- $170,000 to $205,000 USD / year
VTG is looking for a Cyber Defense Project Integrators in multiple locations. (Note: position is contingent upon program award and the postions are located in Chantilly VA, Auroro CO &…
Added 47 mins ago
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Product Manager - Ditch Witch (HDD Tooling & Drill Pipe)
The Toro Company
Perry, OK
- $83,800 to $118,000 USD / year
Product Manager for HDD Tooling & Drill Pipe:
Added 48 mins ago
Transportation Specialist (Fleet Management)
U.S. Army Corps of Engineers
Tulsa, OK

Charles Schwab

Client Relationship Specialist - Upland, CA

Upland, CA, United States

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Job details

Experience: 1+ years of client-facing or customer service experience
Posting language: English
Posted: Oct 31, 2026

Original job description

Your opportunity

At Schwab, you’re empowered to make a meaningful impact - for clients and for your career.

As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized,

high-quality client experience while supporting the operational success of the branch. This

role is an excellent entry point into the financial services industry, offering hands-on client

interaction, exposure to wealth management services, and a clear path for growth.

In this role, you will ensure clients feel heard, supported, and confident in their relationship

with Schwab. Development is central to this role, and Schwab provides the resources,

coaching, and learning opportunities to help you build skills and expand your career - including support for required licensing aligned to your goals.

Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
Support daily branch operations, including account servicing, documentation, and follow-up with strong attention to detail.
Communicate effectively with clients and colleagues, adapting to different styles and needs.
Use active listening to understand priorities and escalate issues when needed.
Manage multiple tasks and priorities to meet deadlines and maintain quality.
Partner with team members to drive client engagement and operational excellence.
Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.

Why you’re set up for success

Schwab Training & Development

Start with Client Relationship Specialist University (CRSU) a four-week, live

virtual training program designed to set you up for success.

After CRSU, your development continues in-branch through hands-on training and

mentorship, with support from your manager, peers, and dedicated mentors.

Career Pathing

The CRS role provides a strong foundation for growth. Schwab’s “choose your own

adventure” approach empowers you to explore paths aligned to your strengths.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to

performance.

What you have

The expertise you bring:

1+ years of client-facing or customer service experience

The skills you bring:

Attention to Detail Complete requests and tasks accurately while following established processes, while effectively prioritizing work to meet deadlines.

Maintain strong organization of tasks, client requests, and follow-ups to ensure timely and consistent execution.

Ensure high-quality, error-free work and identify discrepancies or issues early

Active Listening Listen carefully to understand client needs and respond with clarity and accurate communication

Ask thoughtful questions, confirm understanding, and adapt communication style to

ensure alignment

Building Collaborative Relationships Partner effectively with internal teams to deliver seamless client experiences.

Build trust through professionalism, responsiveness, and reliability

Adaptability Adjust to changing priorities, client needs, and processes in a fast-paced environment.

Remain flexible and solution-oriented when navigating new or complex situations

Coachability Demonstrate openness to feedback and apply it to improve performance.

Show a willingness to learn, grow, and adopt new approaches or skills.

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 (https://www.schwabjobs.com/summary-of-benefits) 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 applicantaccessibility@schwab.com or call 800-275-1281.

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More about this job

Skills

CRS
Coaching
Documentation
Attention to detail
Active listening
Meet deadlines
Customer service
Prioritization
Communication skills
Adaptability

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