Charles Schwab & Company, Inc.

Client Relationship Specialist - Santa Barbara, CA

Santa Barbara, CA, US · Junior

Sponsorship not specifiedDetected 20 days ago

Customer SupportCommunicationMentoringAdaptability

Stay score

odds of building a lasting career here

42Risky

Cap-exempt (no lottery)0

Sponsors this role100

Entry-level history0

PERM / green-card track0

Lottery odds40

Fits your clock70

Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

Lottery odds assume a STEM candidate.

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Employer immigration record

from this employer's Department of Labor filings

Green-card filing pattern in this occupation

Context, not a finding about this posting: of this employer's 218 green-card filings in this occupation, 100% were for a worker who already held the job.

Green-card follow-through: 46%

Of 163 labor certifications old enough to have been used, 88 expired without the employer filing the next step. Median time from filing to decision: 480 days.100% of their filings were for a worker who already held the job.Only certifications past the 180-day window are counted — recent ones cannot have expired yet.

Files H-1B transfers

73 transfer filings in the last year, covering 73 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

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About the role

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

Nice to have

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.
Communicate effectively with clients and colleagues, adapting to different styles and needs.
Use active listening to understand priorities and escalate issues when needed.
Career Pathing The CRS role provides a strong foundation for growth.
What you have The expertise you bring:

Skills

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

Compensation

Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

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This listing is sourced directly from Charles Schwab & Company, Inc.'s careers page and normalized into a canonical job model.