Client Experience & Relationship Specialist

Charles Schwab; Sarasota (FL); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Sarasota, FL is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. You will engage with clients, help them feel heard, and contribute to a high‑quality, efficient branch environment.

The role emphasizes training and development with licensing support, a clear growth path in wealth management, and a competitive benefits package that includes health, retirement plans, and educational assistance.

Qualifications

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

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

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab in Sarasota, FL is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. You will engage with clients, help them feel heard, and contribute to a high‑quality, efficient branch environment.

The role emphasizes training and development with licensing support, a clear growth path in wealth management, and a competitive benefits package that includes health, retirement plans, and educational assistance.