Client Experience & Growth Associate

Charles Schwab Corporation; Alexandria (VA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Training & Licensing support

Career Pathing

Competitive Compensation

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking an entry-level Client Relationship Specialist (CRS) in the Alexandria, VA area. You will deliver a personalized client experience, support branch operations, and participate in ongoing training with licensing opportunities.

You will build relationships with clients, learn wealth-management services, and grow through hands-on training and mentorship within Schwab’s supportive network.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail and ability to follow processes.
• Strong listening and communication skills.
• Ability to prioritize tasks and manage multiple requests.
• Willingness to learn and adapt to new tools and processes.

Responsibilities

• Deliver a welcoming client experience by understanding needs and resolving requests.
• Support daily branch operations, including account servicing and documentation.
• Communicate effectively with clients and colleagues, adapting to styles.
• Use active listening to understand priorities and elevate issues.
• Manage multiple tasks 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 client-first mindset.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation is seeking an entry-level Client Relationship Specialist (CRS) in the Alexandria, VA area. You will deliver a personalized client experience, support branch operations, and participate in ongoing training with licensing opportunities.

You will build relationships with clients, learn wealth-management services, and grow through hands-on training and mentorship within Schwab’s supportive network.