Client Experience & Growth Specialist

Charles Schwab; Charlotte (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation and sabbatical

Paid parental leave and familybuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist in Charlotte, NC. This entry-level role focuses on delivering a personalized client experience, supporting branch operations, and building long-term relationships with clients.

You will receive training and coaching to gain licensing aligned with your goals, with opportunities for growth within Schwab. As part of the team, you will develop skills in wealth management services, client interaction, and problem solving while contributing to

Qualifications

• 1+ years of client-facing or customer service experience.
• Demonstrated attention to detail with accurate and timely task completion.
• Strong listening and communication skills to understand client needs.

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 experience

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist in Charlotte, NC. This entry-level role focuses on delivering a personalized client experience, supporting branch operations, and building long-term relationships with clients.

You will receive training and coaching to gain licensing aligned with your goals, with opportunities for growth within Schwab. As part of the team, you will develop skills in wealth management services, client interaction, and problem solving while contributing to