Client Experience Specialist: Path to Wealth Growth

Charles Schwab Corporation; Troy (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Charles Schwab Corporation in Michigan is seeking a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations. You will engage with clients, handle servicing tasks, practice active listening, and build enduring relationships.

The role offers training, licensing support, and a clear path for growth within Schwab’s client-focused culture. You will work with colleagues to drive client engagement and ensure operational excellence while

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to Detail; ability to complete requests accurately and prioritize work.
• Active Listening to understand client needs and respond clearly.
• Building collaborative relationships with internal teams to deliver seamless client experiences.
• Adaptability to changing priorities and processes in a fast-paced environment.
• Coachability and openness to feedback 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

Customer Service

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Communication

Job description

Charles Schwab Corporation in Michigan is seeking a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations. You will engage with clients, handle servicing tasks, practice active listening, and build enduring relationships.

The role offers training, licensing support, and a clear path for growth within Schwab’s client-focused culture. You will work with colleagues to drive client engagement and ensure operational excellence while