Client Experience & Relationship Advisor

Charles Schwab; Denver (CO); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This role offers hands-on client interaction and exposure to wealth management services, with a clear path for growth and licensing support.

You will develop skills through Schwab's training programs, build long-term relationships, and collaborate with teammates to drive engagement and service excellence.

Qualifications

• 1+ years of client-facing or customer service experience
• Strong attention to detail and accuracy in work
• Effective communication with clients and teammates
• Ability to manage multiple tasks and adapt to priorities

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

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This role offers hands-on client interaction and exposure to wealth management services, with a clear path for growth and licensing support.

You will develop skills through Schwab's training programs, build long-term relationships, and collaborate with teammates to drive engagement and service excellence.