Client Experience & Service Specialist – Growth Path

Charles Schwab Corporation; Novi (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Charles Schwab Corporation in Novi, MI is seeking a Client Relationship Specialist (CRS) to deliver a welcoming client experience, support branch operations, and guide clients through account servicing with care. This entry-point role offers hands-on client interaction and a clear growth path in financial services.

The CRS will participate in training, develop licensing aligned to goals, and advance through in-branch mentorship while building client relationships and professional credibility.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail and accuracy in completing requests.
• Strong listening and communication skills.
• Ability to adapt to changing priorities in a fast-paced branch.

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 Corporation in Novi, MI is seeking a Client Relationship Specialist (CRS) to deliver a welcoming client experience, support branch operations, and guide clients through account servicing with care. This entry-point role offers hands-on client interaction and a clear growth path in financial services.

The CRS will participate in training, develop licensing aligned to goals, and advance through in-branch mentorship while building client relationships and professional credibility.