Client Relationship Associate — Growth, Training & Impact

Charles Schwab; Wichita (KS); On-site; USD 42,000 - 62,000; Full time

Job summary

Schwab is seeking a Client Relationship Specialist to deliver personalized, high‑quality client experiences while supporting the branch’s daily operations. This entry‑level role offers hands‑on client interaction, exposure to wealth management services, and a clear path for growth.

You will learn licensing aligned to your goals, build trust with clients, and collaborate with teammates to drive engagement and service excellence.

Qualifications

• 1+ years of client‑facing or customer service experience.
• Attention to detail and accurate work following established processes.
• Active listening to understand client needs and respond clearly.

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‑ups with strong attention to detail.
• Communicate effectively with clients and colleagues, adapting to different styles and needs.
• Use active listening to understand priorities and escalations 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 and reliability.

Skills

Client-facing experience

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Schwab is seeking a Client Relationship Specialist to deliver personalized, high‑quality client experiences while supporting the branch’s daily operations. This entry‑level role offers hands‑on client interaction, exposure to wealth management services, and a clear path for growth.

You will learn licensing aligned to your goals, build trust with clients, and collaborate with teammates to drive engagement and service excellence.