Client Experience & Growth Partner

Charles Schwab Corporation; Town Center (TX); On-site; USD 40,000 - 56,000; Full time

Job summary

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) to deliver a personalized client experience, support branch operations, and contribute to a high-quality service environment. The role offers hands-on client interaction with exposure to wealth management services and a clear path for growth.

Responsibilities include understanding client needs, resolving requests with accuracy, and collaborating with team members to drive engagement and operational excellence.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and active listening skills.
• Detail-oriented with ability to manage multiple tasks.
• Ability to build collaborative relationships across teams.

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 escalat...
• 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 experience

Active listening

Attention to detail

Building collaborative relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) to deliver a personalized client experience, support branch operations, and contribute to a high-quality service environment. The role offers hands-on client interaction with exposure to wealth management services and a clear path for growth.

Responsibilities include understanding client needs, resolving requests with accuracy, and collaborating with team members to drive engagement and operational excellence.