Client Experience Advisor

Charles Schwab; Seal Beach (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training & Development

Career Pathing

Competitive Compensation

Job summary

Charles Schwab is seeking a Client Relationship Specialist in California to deliver personalized, high-quality client experiences while supporting branch operations and licensing pathways. You will engage with clients, resolve requests, and contribute to a welcoming environment that fosters trust and growth.

The role emphasizes developing communication, active listening, and problem-solving skills with structured training and mentorship to advance within wealth management services.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to Detail: complete requests accurately and prioritize work.
• Active Listening: understand client needs and respond clearly.
• Building Collaborative Relationships: partner with internal teams to deliver seamless experiences.
• Adaptability: adjust to changing priorities and client needs.
• Coachability: open to feedback and willing to learn.

Responsibilities

• 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 and reliability.

Skills

Client-facing experience

Attention to Detail

Active Listening

Relationship Building

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist in California to deliver personalized, high-quality client experiences while supporting branch operations and licensing pathways. You will engage with clients, resolve requests, and contribute to a welcoming environment that fosters trust and growth.

The role emphasizes developing communication, active listening, and problem-solving skills with structured training and mentorship to advance within wealth management services.