Client Relationship Specialist: Growth & Impact

Charles Schwab; Thousand Oaks (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

Paid time off

Sabbatical program

Parental leave

Tuition reimbursement

Health insurance

Job summary

Schwab in Thousand Oaks is seeking a Client Relationship Specialist to provide a personalized client experience while supporting branch operations and pursuing required licenses. This entry point offers hands-on client interaction and exposure to wealth management services.

The role includes development through Schwab Training & Development, hands-on in-branch training, mentorship, and a clear path for growth within a client-focused culture.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail.
• Effective listening and communication.
• Ability to build collaborative relationships with internal teams.
• Adaptability in a fast-paced environment.
• Openness to feedback and willingness to learn.

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

Schwab in Thousand Oaks is seeking a Client Relationship Specialist to provide a personalized client experience while supporting branch operations and pursuing required licenses. This entry point offers hands-on client interaction and exposure to wealth management services.

The role includes development through Schwab Training & Development, hands-on in-branch training, mentorship, and a clear path for growth within a client-focused culture.