Client Experience & Growth Specialist

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

Job summary

Charles Schwab Corporation is seeking a Client Relationship Specialist to provide personalized client experiences and support branch operations, with licensing opportunities and career growth.

In this entry-level role, you will engage clients, handle account servicing, and collaborate with colleagues to deliver accurate service while building trust and professionalism. A supportive training program accompanies hands-on mentoring for skill development.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and organizational skills.
• Willingness to learn and obtain licensing aligned to goals.

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

Client relationship

Adaptability

Coachability

Job description

Charles Schwab Corporation is seeking a Client Relationship Specialist to provide personalized client experiences and support branch operations, with licensing opportunities and career growth.

In this entry-level role, you will engage clients, handle account servicing, and collaborate with colleagues to deliver accurate service while building trust and professionalism. A supportive training program accompanies hands-on mentoring for skill development.