Client Relationship Specialist - Brea, CA

Charles Schwab; Brea (CA); Sur place; USD 52 000 - 68 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Résumé du poste

Charles Schwab in California is hiring a Client Relationship Specialist (CRS) to deliver a personalized client experience, support branch operations, and grow into wealth management roles with training and licensing.

The role emphasizes active listening, professional communication, and collaboration across teams to ensure client needs are met with accuracy and care, while offering path for development and competitive compensation.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and accuracy in handling requests and documentation.
• Excellent listening and communication skills with clients and colleagues.

Responsabilités

• 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 escalate 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.

Connaissances

Customer service

Attention to detail

Active listening

Relationship building

Adaptability

Coachability

Communication

Description du poste

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 escalates 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 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 deadlines

Maintain strong organization of tasks, client requests, and follow-ups to ensure timely
and consistent execution

Ensure 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 experiences

Build trust through professionalism, responsiveness, and reliability

Adaptability

Adjust to changing priorities, client needs, and processes in a fast-paced environment

Remain flexible and solution-oriented when navigating new or complex situations

Coachability

Demonstrate openness to feedback and apply it to improve performance

Show a willingness to learn, grow, and adopt new approaches or skills

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