Client Experience & Relationship Specialist

Charles Schwab; Sarasota (FL); Sur place; USD 34 000 - 48 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Paid time off

Paid parental leave and familybuilding

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab in Florida seeks a Client Relationship Specialist (CRS) to deliver personalized client experiences and support branch operations. This entry point offers hands-on client interaction, exposure to wealth management services, and a clear growth path with licensing support.

The role emphasizes listening to clients, resolving requests with accuracy, and collaborating with internal teams to ensure excellent service and operational efficiency.

Qualifications

• 1+ years of client-facing or customer service experience.
• Excellent attention to detail and accuracy.
• Strong communication and listening skills.

Responsabilités

• 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.

Connaissances

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Client-facing experience

Description du poste

Charles Schwab in Florida seeks a Client Relationship Specialist (CRS) to deliver personalized client experiences and support branch operations. This entry point offers hands-on client interaction, exposure to wealth management services, and a clear growth path with licensing support.

The role emphasizes listening to clients, resolving requests with accuracy, and collaborating with internal teams to ensure excellent service and operational efficiency.