Client Relationship Specialist - Growth Path & Training

Charles Schwab; Upland (CA); On-site; USD 65,000 - 78,000; Full time

Benefits offered by this job

401(k) match

Vacation time and volunteering

Parental leave

Tuition reimbursement

Health, dental, and vision

Job summary

Charles Schwab in Upland, CA seeks a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This entry-point role offers hands-on client interaction, exposure to wealth management, and a clear path for growth.

You will develop through Schwab's training programs, build long-term client relationships, and participate in a collaborative team that values accuracy, listening, and adaptability.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and accuracy.
• Active listening and clear communication.
• Ability to adapt to changing priorities in a fast-paced environment.
• Willingness to learn and grow with feedback.

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 Upland, CA seeks a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This entry-point role offers hands-on client interaction, exposure to wealth management, and a clear path for growth.

You will develop through Schwab's training programs, build long-term client relationships, and participate in a collaborative team that values accuracy, listening, and adaptability.