Client Experience & Growth Specialist

Charles Schwab; Milpitas (CA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock Purchase Plan

Paid time for vacation

Paid parental leave and family

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. This entry-point role provides hands-on client interaction, exposure to wealth management services, and a clear growth path within Schwab.

You will ensure clients feel heard, supported, and confident in their relationship with Schwab, with development through training and mentorship to help build skills and licenses aligned to your goals.

Qualifications

• 1+ years of client-facing or customer service experience.
• Ability to resolve requests with accuracy and care.
• Strong communication and engagement with clients and colleagues.

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

Client-facing experience

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. This entry-point role provides hands-on client interaction, exposure to wealth management services, and a clear growth path within Schwab.

You will ensure clients feel heard, supported, and confident in their relationship with Schwab, with development through training and mentorship to help build skills and licenses aligned to your goals.