Client Experience Specialist — Start Your Finance Career

Charles Schwab; Edina (MN); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Edina, MN is seeking a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting daily branch operations. You will engage with clients, listen actively, and resolve requests with accuracy, building trust through professionalism.

This entry‑level role provides hands-on exposure to wealth-management services, training through CRSU, and a clear path for growth as you gain licensing and broaden your responsibilities within the branch.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail in handling requests and documentation.
• Active listening and effective communication with clients.
• Ability to adapt to changing priorities in a fast-paced environment.
• Coachability and openness to feedback.

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

Active Listening

Attention to Detail

Building Collaborative Relationships

Adaptability

Coachability

Customer Service

Job description

Charles Schwab in Edina, MN is seeking a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting daily branch operations. You will engage with clients, listen actively, and resolve requests with accuracy, building trust through professionalism.

This entry‑level role provides hands-on exposure to wealth-management services, training through CRSU, and a clear path for growth as you gain licensing and broaden your responsibilities within the branch.