Client Experience & Growth Specialist

Charles Schwab; Redmond (WA); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match and ESPP

Vacation, volunteering time

Sabbatical after 5 years

Parental leave & family building

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab seeks a Client Relationship Specialist (CRS) to provide a high-quality, personalized client experience and support branch operations in Redmond, WA. You'll interact with clients daily, learn wealth-management services, and pursue licensing to advance your career.

Developing skills is central here, with coaching, learning opportunities, and a clear growth path as you build trusted relationships and help clients achieve their goals.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and listening skills.
• Ability to build trust with clients and team members.

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 high attention to detail.
• Communicate effectively with clients and colleagues, adapting to different styles and needs.
• Use active listening to understand priorities and escalate 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

Client-facing experience

Attention to Detail

Active Listening

Collaboration

Adaptability

Coachability

Job description

Charles Schwab seeks a Client Relationship Specialist (CRS) to provide a high-quality, personalized client experience and support branch operations in Redmond, WA. You'll interact with clients daily, learn wealth-management services, and pursue licensing to advance your career.

Developing skills is central here, with coaching, learning opportunities, and a clear growth path as you build trusted relationships and help clients achieve their goals.