Client Experience Specialist — Entry Path to Wealth Services

Charles Schwab Corporation; Birmingham (MI); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Schwab Training & Development

Career Pathing

Competitive Compensation

Job summary

Charles Schwab Corporation in the United States seeks a Client Relationship Specialist to deliver personalized client experiences and support branch operations. This entry point role offers hands-on client interaction, exposure to wealth management services, development programs, and licensing assistance.

You will train through Schwab University, grow with mentors and peers, and benefit from competitive compensation plus growth opportunities.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and interpersonal skills.
• Ability to prioritize and manage multiple tasks.

Responsibilities

• Deliver a welcoming client experience by understanding needs and resolving requests with accuracy and care.
• Support daily branch operations, including account servicing, documentation, and follow-up.
• 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 to meet deadlines while maintaining quality.
• Partner with teams to drive client engagement and operational excellence.
• Build trust through professionalism, reliability, and a client-first mindset.

Skills

Attention to Detail

Active Listening

Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation in the United States seeks a Client Relationship Specialist to deliver personalized client experiences and support branch operations. This entry point role offers hands-on client interaction, exposure to wealth management services, development programs, and licensing assistance.

You will train through Schwab University, grow with mentors and peers, and benefit from competitive compensation plus growth opportunities.