Client Experience & Growth Specialist

Charles Schwab; Meadowsweet (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Client Relationship Specialist to deliver personalized client experiences and support branch operations. You will interact with clients directly, gain exposure to wealth management services, and have a clear growth path with training and licensing opportunities.

The role emphasizes listening, meticulousness, and collaborative teamwork to build trust and drive client engagement in a fast-paced branch environment.

Qualifications

• 1+ years of client-facing or customer service experience

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

Building Collaborative Relationships

Adaptability

Coachability

Communication

Client Focus

Teamwork

Job description

Charles Schwab is hiring a Client Relationship Specialist to deliver personalized client experiences and support branch operations. You will interact with clients directly, gain exposure to wealth management services, and have a clear growth path with training and licensing opportunities.

The role emphasizes listening, meticulousness, and collaborative teamwork to build trust and drive client engagement in a fast-paced branch environment.