Client Experience & Wealth Services Associate

Charles Schwab Corporation; Mission Viejo (CA); On-site; USD 52,000 - 64,000; Full time

Job summary

Charles Schwab Corporation in Mission Viejo, CA seeks a Client Relationship Specialist to provide a personalized client experience while supporting branch operations and licensing development. You will engage with clients, resolve requests, and learn wealth management services as part of a clear growth path.

Schwab offers structured training, mentorship, and opportunities to advance across the organization.

Qualifications

• 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 escalation 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.

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 escalation 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.

Job description

Charles Schwab Corporation in Mission Viejo, CA seeks a Client Relationship Specialist to provide a personalized client experience while supporting branch operations and licensing development. You will engage with clients, resolve requests, and learn wealth management services as part of a clear growth path.

Schwab offers structured training, mentorship, and opportunities to advance across the organization.