Client Relationship Specialist: Entry-Level Wealth Growth

Charles Schwab; Fort Worth (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation and sabbatical

Paid parental leave and familyBuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Fort Worth, TX is seeking a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This role provides hands-on client interaction and exposure to wealth management services with growth opportunities and licensing support.

You will develop skills through Schwab Training & Development, hands-on in-branch mentorship, and a clear career path, with competitive compensation and bonus potential tied to performance.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to Detail
• Active Listening
• Building Collaborative Relationships
• Adaptability
• Coachability

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 escalation 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.

Skills

Client-facing experience

Job description

Charles Schwab in Fort Worth, TX is seeking a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This role provides hands-on client interaction and exposure to wealth management services with growth opportunities and licensing support.

You will develop skills through Schwab Training & Development, hands-on in-branch mentorship, and a clear career path, with competitive compensation and bonus potential tied to performance.