Client Relationship & Growth Specialist

Charles Schwab; Birmingham (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Tuition reimbursement

Job summary

Charles Schwab is seeking a Client Relationship Specialist in Michigan to deliver personalized service and support branch operations. You will interact with clients, resolve requests, and help them feel confident in their financial relationship with Schwab.

The role emphasizes development through training programs and mentorship, with a clear growth path and opportunities tied to performance, licensing support, and a strong client‑first mindset.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail in handling requests and documentation.
• Active listening to understand client needs and respond clearly.
• Build collaborative relationships with internal teams to deliver seamless service.
• Adaptability to changing priorities in a fast-paced branch environment.
• Coachability and openness to feedback to improve performance.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests.
• Support daily branch operations, including account servicing and documentation.
• Communicate effectively with clients and colleagues, adapting to different styles.
• Partner with team members to drive client engagement and operational excellence.
• Build trust and long-term relationships through professionalism and reliability.
• Manage multiple tasks and priorities to meet deadlines.

Skills

Client-facing experience

Attention to detail

Active listening

Building collaborative relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist in Michigan to deliver personalized service and support branch operations. You will interact with clients, resolve requests, and help them feel confident in their financial relationship with Schwab.

The role emphasizes development through training programs and mentorship, with a clear growth path and opportunities tied to performance, licensing support, and a strong client‑first mindset.