Client Experience & Growth Specialist

Charles Schwab; Mission Viejo (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time; /

28-day sabbatical after every 5 years

Paid parental leave and familybuilding

Tuition reimbursement

Job summary

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience at a local branch in Mission Viejo, CA. You will support account servicing, documentation, and follow-up with careful attention to detail while developing skills through licensed training opportunities.

You will learn to communicate effectively with clients and colleagues, listen actively to priorities, and build long-term relationships through professionalism and reliability.

Qualifications

• Entry point into the financial services industry with licensing support.
• Strong interpersonal skills to deliver a welcoming, client-focused experience.
• Ability to manage multiple tasks with attention to detail and follow-up.

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

Active listening

Customer service

Communication

Time management

Relationship building

Job description

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience at a local branch in Mission Viejo, CA. You will support account servicing, documentation, and follow-up with careful attention to detail while developing skills through licensed training opportunities.

You will learn to communicate effectively with clients and colleagues, listen actively to priorities, and build long-term relationships through professionalism and reliability.