Client Experience & Relationship Specialist

Charles Schwab; Atlanta (GA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical program

Job summary

Charles Schwab is hiring a Client Relationship Specialist to deliver personalized client experiences and support branch operations. You will engage with clients, resolve requests, and collaborate with team members to drive client engagement and excellence.

The role emphasizes active listening, adaptability, and coachability, with structured training and clear paths for development within Schwab’s branch network.

Qualifications

• 1+ years of client-facing or customer service experience.
• Ability to understand client needs and resolve requests with accuracy and care.
• Strong communication and organizational skills.

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 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.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab is hiring a Client Relationship Specialist to deliver personalized client experiences and support branch operations. You will engage with clients, resolve requests, and collaborate with team members to drive client engagement and excellence.

The role emphasizes active listening, adaptability, and coachability, with structured training and clear paths for development within Schwab’s branch network.