Client Experience & Growth Specialist

Charles Schwab; Gaithersburg (MD); On-site; USD 43,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Job summary

Charles Schwab is seeking a Client Relationship Specialist to join a branch team and deliver personalized client experiences while supporting daily operations. This role focuses on listening to client needs, resolving requests with care, and building lasting relationships through teamwork and a client-first mindset.

Schwab offers structured training, mentorship, and a clear path for growth, with opportunities for licensing aligned to career goals.

Qualifications

• 1+ years of client‑facing or customer service experience
• Strong attention to detail
• Effective multi-tasking and prioritization
• Clear and professional communication
• Ability to work with internal teams for seamless service
• Willingness to learn and adapt in a fast-paced environment

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.

Skills

Active Listening

Attention to Detail

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist to join a branch team and deliver personalized client experiences while supporting daily operations. This role focuses on listening to client needs, resolving requests with care, and building lasting relationships through teamwork and a client-first mindset.

Schwab offers structured training, mentorship, and a clear path for growth, with opportunities for licensing aligned to career goals.