Client Relationship Specialist: Growth Path in Finance

Charles Schwab; El Segundo, Manhattan Beach (CA, CA); On-site; USD 45,000 - 62,000; Full time

Benefits offered by this job

Schwab Training & Development

Career Pathing

Competitive Compensation

401(k) with company match

Job summary

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. This entry-level role offers hands-on client interaction, exposure to wealth management services, and a clear growth path within Schwab.

You will develop skills through CRSU training, in-branch mentorship, and ongoing professional development, with opportunities for advancement and a competitive compensation package.

Qualifications

• 1+ years of client-facing or customer service experience.
• Ability to follow established processes with accuracy and meet deadlines.
• Strong communication and interpersonal skills.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy.
• Support daily branch operations, including account servicing and documentation with 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.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Willingness to Learn

Job description

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. This entry-level role offers hands-on client interaction, exposure to wealth management services, and a clear growth path within Schwab.

You will develop skills through CRSU training, in-branch mentorship, and ongoing professional development, with opportunities for advancement and a competitive compensation package.