Client Relationship Specialist: Growth in Financial Services
Charles Schwab
Charles Schwab is looking for a Client Relationship Specialist in San Diego, California. This role emphasizes customer service and operational support to deliver an exceptional client experience. You’ll work closely with the Client Relationship Manager and Branch Manager, receiving support for your growth in the financial services sector. Ideal candidates have 1+ year of experience in customer service and excellent communication skills. The position offers a competitive benefits package including a 401(k), paid leave, and tuition reimbursement. #J-18808-Ljbffr
- ...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...SuggestedLocal area
- ...The role primarily involves making outbound calls to financial advisors, while managing relationships and coordinating appointments. The ideal candidate will... ...Bachelor's degree and sales experience in financial services. Additional requirements include current SIE and...SuggestedWork at office
$10 per hour
...efficiently. With a starting compensation of $10 an hour and ample growth opportunities, this position is perfect for those eager to... ...supportive and vibrant workplace. Join a team that values adaptability, creativity, and a commitment to exceptional service! #J-18808-Ljbffr...SuggestedFull timeWork at office$71.3k - $150k
...to offer multiple financial products and services to millions of businesses... ...and individual clients. We connect clients... ..., data, and relationships intersect? At Acrisure... ...You’ll Do Revenue Growth & Business Development... ...teams and marketing specialists to deliver comprehensive...SuggestedImmediate startFlexible hours- ...inquiries via email, chat, and phone, while maintaining positive relationships and providing timely support. Candidates should possess strong... ...and a professional attitude. The position offers flexibility with ongoing training and career growth opportunities. #J-18808-LjbffrSuggestedRemote workFlexible hours
$50k - $60k
...A growing financial services firm is seeking a dynamic Territory Sales Representative to drive sales growth and ensure strong merchant relationships in the North Inland Empire and San Gabriel Valley, CA. The role requires bilingual capabilities in English and Spanish...Remote work$4,570 per month
...and Administrative Support Services, Finance/Accounting, Probationary... ...State University’s student financial operations by overseeing... ...professional, courteous working relationships while exercising tact,... ...well-being and professional growth. Compensation Step placement...Permanent employmentFull timeContract workH1bWork at officeRemote workMonday to Friday2 days per week- -Meet with clients on Zoom daily to deliver, explain and update their benefits -Explain options in a clear, simple, and relatable way -Maintain ongoing client relationships to encourage retention and referrals -Follow a proven process with training and support provided...Remote jobFull time
- ...English and Spanish? Do you have customer service experience? Are you looking for an... ...phone and in-person, when they have a financial need. No prior finance experience required... ...educational institutions, and more. Growth Potential We believe in fostering our...Temporary workWork at officeLocal area
$21 per hour
...Customer Service Representative (Bilingual) Speedy Cash, San Diego, CA As a Customer... ...help people in your community access the financial solutions they needright when they need... ...Connect with customers to cultivate lasting relationships that drive repeat business. Review,...Hourly payFull timeTemporary workCasual workWork at officeLocal area- ...The Client Experience Specialist is a service‑mindful professional who manages all non‑licensed... ...management and financial tools. Analytical Thinking... ...Building Collaborative Relationships – the individual develops... ...on talent, obsess about growth and achieve exceptional...Contract workTemporary workRemote workWorldwideRelocation
- ...A global fintech leader is seeking a high-performing Client Advisor in San Diego to drive new business and deepen client relationships in the construction sector. This role requires a minimum of 2 years in commercial insurance, a Property and Casualty license, and strong...
- ...and Inside Sales Team. The ideal candidate must be detail-oriented, organized, and possess excellent communication skills to aid in service delivery across California and Texas. This position involves CRM data entry, managing calls, assisting warehouse teams, and...Full time
$26 - $30 per hour
84 Lumber is seeking a full-time position in San Diego, CA, focused on assisting salespeople with customer service tasks. Candidates should be proficient in invoicing and POS systems, with a high school diploma or GED. The role includes responsibilities like ensuring accurate...Hourly payFull time- A customer service organization is seeking a reliable Customer Service Specialist to assist with client operations. The role involves responding to customer inquiries, coordinating... ...scheduling and offers opportunities for training and professional growth. #J-18808-LjbffrRemote workFlexible hours
$68.2k - $92.4k
Principal Financial Group seeks a motivated Client Relationship Consultant in San Diego, CA, to develop strategies in group benefits. Candidates should have a Bachelor's degree, 4+ years of related experience, and excellent communication skills. The role includes setting...Remote workFlexible hours- ...Citrin Cooperman in San Diego, CA is seeking a Tax Staff in our Private Client Services (PCS) Department. The role involves preparing tax returns, assisting with audits, and collaborating with other tax professionals. A Bachelor's degree is required, and a Master's in...
- ...with others, and contributing to revenue growth, this is an excellent opportunity to... ...data analysis, sales coordination, and client support to ensure accurate reporting, streamlined... ...when necessary Building and maintaining relationships with clients and prospects Coordinating...Work at office
$27 - $30 per hour
...and contributing to revenue growth, this is an excellent opportunity... ..., sales coordination, and client support to ensure accurate reporting... ...Building and maintaining relationships with clients and prospects... ...reputation for quality products and services. We are a privately owned...Hourly payWork at office- ...in the hospitality and service industry where people... ...central purpose of building relationships and enriching the... ...support, maintaining client records, and ensuring... ...Assist with basic financial tracking, such as recording... ...personal and professional growth and maintain any...Full timeTemporary workPart timeWork at office
- ...Hours, High Earnings, & Growth Potential Are you... ...with life insurance and financial solutions, including Life... ...coverage. You will meet with clients virtually or over the... ...Build long-term relationships with clients and provide excellent service Maintain compliance with...Full timeRemote workWork from homeFlexible hours
$50k - $75k
...finance. We work with premier clients, from small businesses to... ...put our people first, drive a growth mindset and foster a collective... ...business, cultivating business relationships, negotiating, forecasting,... ...providing exceptional customer service, selling staffing solutions...Permanent employmentFull timeTemporary workWork experience placementLive inLocal areaRemote workWork from home$26 per hour
...leading technology solutions provider is seeking a Retail Support Specialist in San Diego, CA. This role involves delivering frontline... ...support in high-traffic retail environments, addressing account and service inquiries. The ideal candidate will have strong communication,...Hourly pay- ...play a key role in driving company growth by working with potential clients, understanding their needs, and... ...efficiency and results Build strong relationships and maintain client engagement... ...leveraging our system, achieving financial milestones they once thought were...For contractorsImmediate startRemote work
$69k
...leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for... ...and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful but not required...Remote jobWork from homeFlexible hours$26 - $30 per hour
...be your best? Join 84 Lumber, a family-owned company founded on growth, stability, and the mindset that "nothing is impossible". 84... ...building materials, manufactured components and industry-leading services for residential and commercial construction. With over 320 facilities...Hourly payFull timeTraineeshipLocal areaImmediate startFlexible hours$17.75 per hour
...Tuition Reimbursement Professional Counseling & Family Support Growth and Development Opportunities As a Coordinator Marketing... ...customer expectations. Provides the highest level of service to exceed budgeted sales presentations and volume production goals...Local areaWorldwideShift workWeekend work$64.42k - $83.76k
...Customer Service Representative Location: San Diego, CA pSemi Corporation is a Murata... ...escalations, while maintaining strong relationships with customers and internal stakeholders... ...disruptions, and support business growth. Roles & Responsibilities Update...Work experience placementWork at officeLocal area$24.7 - $33 per hour
...culture that nurtures personal growth, contributing to collective progress... ...highest standards of providing clients with prompt, professional, warm, and courteous service while handling other... ...Through multi-year partnerships with financial and technical support, Fondation...Temporary workFlexible hours$69.55k - $90.33k
...contributions and supports your growth, we would like to meet you.... ...process of onboarding new clients, from straightforward to the... ...internal and external client service by anticipating client needs,... ...technology tools, cost basis expert, financial planning Maintain client...Permanent employmentTemporary workWork experience placementFlexible hours
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