Client Experience & Growth Specialist – CRSU Training

Charles Schwab Corporation; Sandy Springs (GA); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

CRSU training

Mentorship

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. You will build trust through professionalism and a client-first mindset, and participate in training programs designed to develop licensing and wealth-management skills.

The role emphasizes active listening, collaboration with internal teams, and attention to detail to ensure timely, high-quality work and a strong client relationship trajectory.

Qualifications

• 1+ years of client-facing or customer service experience.

Responsibilities

• Deliver a welcoming client experience by understanding needs and resolving requests with accuracy.
• Support daily branch operations, including account servicing and documentation.

Skills

Client-facing experience

Job description

Charles Schwab Corporation is seeking a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. You will build trust through professionalism and a client-first mindset, and participate in training programs designed to develop licensing and wealth-management skills.

The role emphasizes active listening, collaboration with internal teams, and attention to detail to ensure timely, high-quality work and a strong client relationship trajectory.