Client Relationship Specialist: Growth & Impact in Wealth

Charles Schwab; Seattle (WA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) match

Paid time off (vacation)

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist (CRS) in Seattle to deliver a personalized client experience while supporting branch operations. You will interact with clients, participate in wealth management exposure, and access ongoing coaching and licensing opportunities to grow your career.

The role emphasizes listening, attention to detail, and a collaborative mindset to build trust and secure long-term client relationships.

Qualifications

• 1+ years of client-facing or customer service experience
• Attention to detail in handling requests and processes
• Active listening to understand client needs and respond clearly
• Build collaborative relationships with internal teams to deliver seamless client experiences
• Adapt to changing priorities and procedures in a fast-paced environment
• Be coachable and open to feedback for improvement

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-ups 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

Customer service

Active listening

Attention to detail

Communication

Relationship building

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist (CRS) in Seattle to deliver a personalized client experience while supporting branch operations. You will interact with clients, participate in wealth management exposure, and access ongoing coaching and licensing opportunities to grow your career.

The role emphasizes listening, attention to detail, and a collaborative mindset to build trust and secure long-term client relationships.