Client Relationship Specialist - Bellevue WA

Fairygodboss; Bellevue (WA); On-site; USD 61,000 - 88,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Job summary

Schwab is seeking a Client Relationship Specialist to deliver a personalized, high-quality client experience while supporting branch operations. This role provides hands-on client interaction and exposure to wealth management services, with a clear path for growth.

You will build trust through active listening, effective communication, and attention to detail, handling multiple tasks to meet deadlines. Training includes CRSU and in-branch development to support licensing and career advancement.

Qualifications

• Active listening and strong communication skills are required.
• Attention to detail to support accurate, timely client service.
• Ability to manage multiple tasks and prioritize effectively.
• Collaborative mindset to drive client engagement and operational excellence.

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-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 and a client-first mindset.

Skills

Active listening

Communication

Attention to detail

Time management

Team collaboration

Job description

Pay range: USD $61,100.00 - $87,500.00 / Year

Your opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you have

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
  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.
• Career Pathing
  The CRS role provides a strong foundation for growth. Schwab's "choose your own adventure" approach empowers you to explore paths aligned to your strengths.
• Competitive Compensation
  In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

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 benefits package 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