Client Experience Specialist

Charles Schwab Corporation; Town of Florida (NY); On-site; USD 46,000 - 64,000; Full time

Job summary

Charles Schwab Corporation in New York is seeking a Client Relationship Specialist to deliver a personalized client experience while supporting the branch's daily operations.

This entry point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth, with training, licensing support, and mentorship.

Join a client-first team focused on accuracy, responsiveness, and building lasting relationships.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and accuracy in documentation and tasks.
• Active listening to understand client needs and respond appropriately.
• Ability to collaborate across teams to deliver a seamless client experience.
• Adaptability to changing priorities and processes while remaining solution-oriented.

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 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 experience

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation in New York is seeking a Client Relationship Specialist to deliver a personalized client experience while supporting the branch's daily operations.

This entry point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth, with training, licensing support, and mentorship.

Join a client-first team focused on accuracy, responsiveness, and building lasting relationships.