Client Experience & Growth Specialist

Charles Schwab; Arcadia (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist in California to deliver a personalized client experience and support branch operations. You will engage clients, resolve requests with accuracy, and collaborate with team members to drive engagement and service quality.

The program includes training and development with licensing support, offering a clear growth path in wealth services and client care.

Qualifications

• 1+ years of client‑facing or customer service experience.
• Attention to detail with accuracy and thoroughness.

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

Attention to detail

Active listening

Building collaboration

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist in California to deliver a personalized client experience and support branch operations. You will engage clients, resolve requests with accuracy, and collaborate with team members to drive engagement and service quality.

The program includes training and development with licensing support, offering a clear growth path in wealth services and client care.