Client Experience Specialist: Growth & Training

Charles Schwab Corporation; Virginia Beach (VA); On-site; USD 36,000 - 48,000; Full time

Job summary

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) to provide a personalized, high-quality client experience while supporting branch operations. This entry point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth within Schwab.

You’ll deliver welcoming service, assist with account servicing and documentation, and collaborate with teammates to drive client engagement and operational excellence.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and active listening skills.
• Ability to prioritize and manage multiple requests with accuracy.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
• Support daily branch operations, including account servicing and documentation, 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 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

Customer service

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) to provide a personalized, high-quality client experience while supporting branch operations. This entry point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth within Schwab.

You’ll deliver welcoming service, assist with account servicing and documentation, and collaborate with teammates to drive client engagement and operational excellence.