Client Relationship Specialist, Active Trader – Westlake, TX

Charles Schwab; Westlake (OH); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, OH is seeking a Client Relationship Specialist to deliver exceptional service to our experienced investor clients. Under the guidance of the Client Relationship Manager, you will help provide wealth management advice, resolve client inquiries, and build lasting relationships.

You will handle client escalations, stay aligned with regulatory requirements, and contribute to the branch's operational success.

Qualifications

• SIE required, Series 7 preferred, or in progress.
• 2 years in a client service capacity.
• Solid understanding of the financial services or securities industry.

Responsibilities

• Build strong, personal relationships with clients and understand their needs.
• Handle service levels and client escalations with tact and diplomacy.
• Provide resolution aligned with client, branch, and company objectives.
• Support the Client Relationship Manager to ensure an exceptional client experience.

Skills

Client service

Communication

Relationship building

Time management

Education

Bachelor's degree

Tools

CRM software

Brokerage platforms

Job description

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Our Branch, known as the Active Trader Branch, is primarily responsible for advice and counsel to experienced investors. We focus on helping our clients with their wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs.

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of our branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, our branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy.

Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

To read more about our client offerings visit:
What you have

Required Qualifications:

• SIE required, Series 7 preferred
• Understanding of the financial services industry and/or securities industry
• 2 years in a client service capacity

Preferred Qualifications:

• Bachelor’s degree or equivalent work related experience
• Solid understanding of regulatory and compliance policies associated with brokerage business
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Effective time management skills, with the ability to prioritize issues and invest time where appropriate
• Outstanding written and oral communication skills
• Need to be able to build and maintain good cross-enterprise working relationships

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive that takes care of the whole you — both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance