Client Relationship Specialist - Alexandria, VA

Charles Schwab Corporation; Alexandria (VA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Training & Licensing support

Career Pathing

Competitive Compensation

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking an entry-level Client Relationship Specialist (CRS) in the Alexandria, VA area. You will deliver a personalized client experience, support branch operations, and participate in ongoing training with licensing opportunities.

You will build relationships with clients, learn wealth-management services, and grow through hands-on training and mentorship within Schwab’s supportive network.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail and ability to follow processes.
• Strong listening and communication skills.
• Ability to prioritize tasks and manage multiple requests.
• Willingness to learn and adapt to new tools and processes.

Responsibilities

• Deliver a welcoming 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 styles.
• Use active listening to understand priorities and elevate issues.
• Manage multiple tasks 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 client-first mindset.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Your Opportunity

At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client experience while supporting the operational success of the branch. This role is an excellent entry point into the financial services industry, offering hands‑on client interaction, exposure to wealth management services, and a clear path for growth.

In this role, you will ensure clients feel heard, supported, and confident in their relationship with Schwab. Development is central to this role, and Schwab provides the resources, coaching, and learning opportunities to help you build skills and expand your career—including support for required licensing aligned to your goals.

• 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 elevate issues 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.

Why you’re set up for success

• Schwab Training & Development
• Career Pathing
• Competitive Compensation

Start with Client Relationship Specialist University (CRSU) a four-week, live virtual training program designed to set you up for success.

After CRSU, your development continues in‑branch through hands‑on training and mentorship, with support from your manager, peers, and dedicated mentors.

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

The expertise you bring:

• 1+ years of client‑facing or customer service experience

The skills you bring:

• Attention to Detail

  Complete requests and tasks accurately while following established processes, while effectively prioritizing work to meet deadlinesMaintain strong organization of tasks, client requests, and follow‑ups to ensure timely and consistent executionEnsure high‑quality, error‑free work and identify discrepancies or issues early

• Active Listening

  Listen carefully to understand client needs and respond with clarity and accurate communication

  Ask thoughtful questions, confirm understanding, and adapt communication style to ensure alignment

• Building Collaborative Relationships

  Partner effectively with internal teams to deliver seamless client experiencesBuild trust through professionalism, responsiveness, and reliability

• Adaptability

  Adjust to changing priorities, client needs, and processes in a fast‑paced environmentRemain flexible and solution‑oriented when navigating new or complex situations

• Coachability

  Demonstrate openness to feedback and apply it to improve performanceShow a willingness to learn, grow, and adopt new approaches or skills