Client Experience & Growth Specialist

Charles Schwab Corporation; San Carlos (CA); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) to deliver a personalized, high-quality client experience while supporting branch operations. This entry point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth.

You will start with the CRS Training University (CRSU), followed by in-branch coaching and mentoring, with licensing support toward your goals.

Qualifikationen

• 1+ years of client-facing or customer service experience.
• Attention to detail and strong organizational skills.
• Excellent listening and communication abilities.
• Willingness to learn and adapt to new processes.

Aufgaben

• 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.

Kenntnisse

Client-facing

Customer service

Jobbeschreibung

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) to deliver a personalized, high-quality client experience while supporting branch operations. This entry point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth.

You will start with the CRS Training University (CRSU), followed by in-branch coaching and mentoring, with licensing support toward your goals.