Client Experience & Growth Specialist

Charles Schwab Corporation; Stamford (CT); On-site; USD 52,000 - 76,000; Full time

Job summary

Charles Schwab Corporation in Stamford, CT 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 growth path, with training programs and licensing support to help you build your career at Schwab.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to Detail: complete requests accurately while following established processes.
• Active Listening: listen to understand client needs and respond clearly.

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 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

Building Collaborative Relationships

Adaptability

Coachability

Communication skills

Job description

Charles Schwab Corporation in Stamford, CT 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 growth path, with training programs and licensing support to help you build your career at Schwab.