Client Experience Specialist — Growth Path in Wealth Services

Charles Schwab Corporation; Clearwater (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Charles Schwab Corporation in Clearwater, FL is seeking a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations.

This entry-level role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth through Schwab Training & Development and on-the-job mentorship.

You will develop strong listening, attention to detail, and collaboration skills to build trust and long-term client relationships.

Qualifications

• 1+ years of client-facing or customer service experience
• Attention to detail with accuracy in handling requests
• Active listening to understand client needs and respond clearly
• Ability to build trust and collaborate with internal teams
• Adaptability to changing priorities in a fast-paced environment
• Open to feedback and coaching to improve performance

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

Client-facing experience

Attention to detail

Active listening

Building collaborative relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation in Clearwater, FL is seeking a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations.

This entry-level role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth through Schwab Training & Development and on-the-job mentorship.

You will develop strong listening, attention to detail, and collaboration skills to build trust and long-term client relationships.