Client Relationship Specialist – Financial Solutions Branch

Charles Schwab; Westlake (OH); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) match

Employee stock plan

Paid vacation

Sabbatical

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Westlake, OH seeks a Client Relationship Specialist to manage service requests, build client relationships, and navigate brokerage compliance. The role involves daily client interactions, problem solving, and cross-team collaboration.

The position starts in-office four days a week for six months, then shifts to Schwab Workplace Flexibility. A proactive, client-focused mindset is essential for success in this role.

Qualifications

• 2 years in a client service capacity.
• Understanding of the financial services and securities industry.
• Excellent written and verbal communication.
• Ability to manage multiple client inquiries and prioritize.

Responsibilities

• Deliver unparalleled value and provide a positive client experience.
• Manage a case queue with service and research requests of varying urgency.
• Understand regulatory and compliance policies related to brokerage and risk.
• Collaborate with other CRS to support enterprise goals.
• Schedule clients with a consultant for further advice.
• Identify additional business development opportunities.
• Resolve operational inefficiencies and suggest improvements.
• Leverage partners to drive scale within the business model.
• Handle client escalations with tact and diplomacy.

Skills

Client service

Communication

Regulatory knowledge

Time management

Multi-tasking

Team collaboration

Education

FINRA Series 7 license

FINRA Series 63 license

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.

The Financial Solutions Branch (FSB) is a segment of the Workplace & Centralized Solutions (WCS) organization within Retail Experience & Specialized Relationships of Investor Services. FSB engages Mass Affluent clients ($500K-$1M) through dedicated relationships, provides a full wealth management experience, and introduces clients to additional Schwab services as their needs evolve.

As a Client Relationship Specialist (CRS), 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, FSB, and the company.

This position will require 4 days (Monday through Thursday) in the office for the first 6 months. Upon successful completion of the probationary period, it will shift to follow the standard Schwab Workplace Flexibility program.

We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialist will pursue this mission through:

• Delivering unparalleled value, excellent service and providing a positive client experience
• Managing a case queue which include service & research requests that range from simple to complex with varying urgency levels
• Firm understanding of regulatory and compliance policies associated with brokerage business and risk mitigation in day-to-day job function
• Collaborating with other Client Relationship Specialists to support the goals of the enterprise
• Scheduling clients with a consultant for further consultation
• Uncovering additional business development opportunities through various avenues
• Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives
• Utilizing business partners and resources to drive scale within our business model
• Handling client escalations and issues with tact and diplomacy

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy.

Essential skills include:

• Ability to adapt to changes in the market and business

• Strong written and oral communication skills in addition to attention to detail

• Robust communication, influencing and client engagement skills

• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

• Building and fostering good cross enterprise working relationships

• Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly

• Effective time management skills, with the ability to prioritize issues and invest time where appropriate

Required Qualifications:

• Understanding of the financial services industry and securities industry
• 2 years in a client service capacity

Preferred Qualifications

• Active and valid FINRA Series 7 and 63 licenses

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