Client Relationship Specialist - Growth & Impact

Charles Schwab; Atlanta (GA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Paid time off and sabbatical benefits

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Atlanta is hiring a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations. You will engage with clients, develop skills through CRS University, and grow toward wealth-management solutions with mentoring and training.

This entry-point role offers hands-on client interaction, licensing support, and a clear path for career advancement within Schwab.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks with accuracy.

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, reliability, and a client-first mindset.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab in Atlanta is hiring a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations. You will engage with clients, develop skills through CRS University, and grow toward wealth-management solutions with mentoring and training.

This entry-point role offers hands-on client interaction, licensing support, and a clear path for career advancement within Schwab.