Client Relations & Growth Specialist

Charles Schwab Corporation; Copley Township (OH); On-site; USD 50,000 - 65,000; Full time

Job summary

Charles Schwab Corporation is seeking a Client Relationship Specialist to provide exceptional client care at the branch level. You will engage with clients, support operations, and participate in a comprehensive training program designed to build wealth-management service skills.

The role emphasizes active listening, relationship-building, and a client-first approach, with pathways for growth and development through in-branch coaching and mentoring.

Qualifications

• 1+ years of client-facing or customer service experience.
• Clear and effective communication skills.
• Attention to detail and accuracy.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests accurately.
• Support daily branch operations, including account servicing, documentation, and follow-up with 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 while maintaining quality.
• Partner with team members to drive client engagement and operational excellence.
• Build trust and long-term relationships through professionalism and client-first mindset.

Skills

Client-facing experience

Customer service

Active listening

Job description

Charles Schwab Corporation is seeking a Client Relationship Specialist to provide exceptional client care at the branch level. You will engage with clients, support operations, and participate in a comprehensive training program designed to build wealth-management service skills.

The role emphasizes active listening, relationship-building, and a client-first approach, with pathways for growth and development through in-branch coaching and mentoring.