Client Experience Specialist

Charles Schwab; Florida; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is hiring a Client Relationship Specialist (CRS) to deliver personalized client experiences while supporting branch operations in Florida. This entry-level role emphasizes development through structured training, licensing support, and mentorship as you grow.

You will learn through Schwab Training & Development programs, including CRSU, hands-on in-branch training, and mentorship from your manager and peers. This pathway leads toward broader career opportunities within wealth management.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and active listening skills.
• Excellent attention to detail and organizational abilities.
• Ability to multitask in a fast-paced environment.

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

Schwab is hiring a Client Relationship Specialist (CRS) to deliver personalized client experiences while supporting branch operations in Florida. This entry-level role emphasizes development through structured training, licensing support, and mentorship as you grow.

You will learn through Schwab Training & Development programs, including CRSU, hands-on in-branch training, and mentorship from your manager and peers. This pathway leads toward broader career opportunities within wealth management.