Client Experience & Growth Associate

Charles Schwab Corporation; Webster (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Training & development

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) to deliver a personalized, high-quality client experience while supporting branch operations in Webster, TX. This entry‑level role provides hands-on client interaction, exposure to wealth management services, and a clear path for growth.

You will listen to client needs, resolve requests with care, and collaborate with teammates to drive client engagement and operational excellence.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and accuracy.
• Excellent listening and communication skills.
• Ability to build collaborative relationships with internal teams.
• Adaptability and coachability to learn and grow.

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

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Client-facing experience

Job description

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) to deliver a personalized, high-quality client experience while supporting branch operations in Webster, TX. This entry‑level role provides hands-on client interaction, exposure to wealth management services, and a clear path for growth.

You will listen to client needs, resolve requests with care, and collaborate with teammates to drive client engagement and operational excellence.