Client Experience Associate — Growth & Training Path

Charles Schwab Corporation; Edgemont (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

Charles Schwab Corporation in New York offers an entry-point role as a Client Relationship Specialist, focusing on delivering personalized client experiences while supporting daily branch operations. The role emphasizes development, licensing support, and a pathway for growth within wealth management services.

You will engage with clients, learn Schwab processes, and collaborate with teammates to ensure high-quality service and client satisfaction.

Qualifications

• 1+ years of client-facing or customer service experience.
• Openness to learning with access to training and licensing support.
• Strong communication and interpersonal skills.

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 elevate 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.

Skills

Client-facing

Customer service

Active listening

Attention to detail

Communication

Adaptability

Job description

Charles Schwab Corporation in New York offers an entry-point role as a Client Relationship Specialist, focusing on delivering personalized client experiences while supporting daily branch operations. The role emphasizes development, licensing support, and a pathway for growth within wealth management services.

You will engage with clients, learn Schwab processes, and collaborate with teammates to ensure high-quality service and client satisfaction.